AWS

Atria Wealth Solutions Portfolio holdings

AUM $4.42B
1-Year Est. Return 16.38%
This Quarter Est. Return
1 Year Est. Return
+16.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.77B
AUM Growth
+$794M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,862
New
Increased
Reduced
Closed

Top Buys

1
+$125M
2
+$51.7M
3
+$42.1M
4
AMZN icon
Amazon
AMZN
+$35.7M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$27.8M

Top Sells

1
+$19.5M
2
+$9.49M
3
+$7.8M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$5.44M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$4.71M

Sector Composition

1 Technology 9.89%
2 Healthcare 4.7%
3 Consumer Discretionary 4.2%
4 Financials 4.11%
5 Industrials 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$308K 0.01%
8,738
-682
1277
$308K 0.01%
+12,623
1278
$308K 0.01%
+19,856
1279
$306K 0.01%
6,354
-17,324
1280
$306K 0.01%
+907
1281
$306K 0.01%
2,026
+131
1282
$306K 0.01%
+16,924
1283
$306K 0.01%
12,682
-525
1284
$305K 0.01%
1,394
-206
1285
$304K 0.01%
8,784
+17
1286
$302K 0.01%
+10,724
1287
$301K 0.01%
15,056
-3,336
1288
$301K 0.01%
3,736
-3,560
1289
$301K 0.01%
10,059
+1,345
1290
$300K 0.01%
4,498
+942
1291
$300K 0.01%
7,531
+2,509
1292
$300K 0.01%
4,936
-51
1293
$299K 0.01%
2,396
-955
1294
$299K 0.01%
+5,901
1295
$298K 0.01%
44,055
+6,278
1296
$298K 0.01%
+3,853
1297
$298K 0.01%
+3,318
1298
$297K 0.01%
8,196
-4,339
1299
$297K 0.01%
2,911
-226
1300
$296K 0.01%
6,697
+1
50 51
52
53 54