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
$9.02B
AUM Growth
+$173M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,077
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$16.6M
3
+$12.2M
4
GLD icon
SPDR Gold Trust
GLD
+$9.92M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$9.53M

Top Sells

1
+$16.8M
2
+$12.7M
3
+$12.3M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$11.9M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$11.5M

Sector Composition

1 Technology 13.47%
2 Financials 4.02%
3 Consumer Discretionary 3.68%
4 Healthcare 3.48%
5 Communication Services 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$455K 0.01%
2,082
-1,325
1277
$454K 0.01%
22,875
-200
1278
$452K 0.01%
3,824
+16
1279
$451K 0.01%
11,574
-2,382
1280
$449K 0.01%
25,430
-3,725
1281
$449K 0.01%
4,234
-294
1282
$448K ﹤0.01%
6,890
-149
1283
$447K ﹤0.01%
10,787
-56,903
1284
$447K ﹤0.01%
2,627
-928
1285
$447K ﹤0.01%
1,223
-703
1286
$446K ﹤0.01%
4,393
-1,061
1287
$446K ﹤0.01%
20,493
+1,966
1288
$445K ﹤0.01%
30,667
-857
1289
$444K ﹤0.01%
11,610
+5,285
1290
$443K ﹤0.01%
+16,112
1291
$441K ﹤0.01%
4,666
+372
1292
$441K ﹤0.01%
11,052
+1,681
1293
$440K ﹤0.01%
35,954
-1,250
1294
$440K ﹤0.01%
14,817
+129
1295
$435K ﹤0.01%
11,320
1296
$434K ﹤0.01%
+18,164
1297
$431K ﹤0.01%
18,118
-130
1298
$431K ﹤0.01%
8,609
+1,583
1299
$429K ﹤0.01%
5,711
-250
1300
$429K ﹤0.01%
36,941
+4,600
50 51
52
53 54