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
1301
$296K 0.01%
4,386
+1,141
1302
$295K 0.01%
9,462
-539
1303
$294K 0.01%
4,675
+639
1304
$294K 0.01%
+12,419
1305
$293K 0.01%
10,668
+246
1306
$292K 0.01%
11,529
-193
1307
$291K 0.01%
4,503
+954
1308
$291K 0.01%
1,257
-92
1309
$291K 0.01%
12,464
+1,485
1310
$291K 0.01%
3,491
+1
1311
$290K 0.01%
+7,584
1312
$290K 0.01%
+2,332
1313
$290K 0.01%
5,292
1314
$289K 0.01%
12,750
+60
1315
$288K 0.01%
+13,850
1316
$287K 0.01%
12,976
-1,476
1317
$286K 0.01%
4,128
-126
1318
$286K ﹤0.01%
8,823
+78
1319
$285K ﹤0.01%
88,516
+7,841
1320
$285K ﹤0.01%
+29,812
1321
$285K ﹤0.01%
+3,302
1322
$285K ﹤0.01%
+5,647
1323
$284K ﹤0.01%
7,089
+665
1324
$283K ﹤0.01%
3,765
-763
1325
$283K ﹤0.01%
+14,841
51 52
53
54 55