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
1326
$405K ﹤0.01%
+7,975
1327
$402K ﹤0.01%
104,716
1328
$401K ﹤0.01%
5,504
+1,803
1329
$401K ﹤0.01%
+7,554
1330
$401K ﹤0.01%
25,000
1331
$401K ﹤0.01%
82,490
+1,090
1332
$401K ﹤0.01%
20,064
+931
1333
$399K ﹤0.01%
48,267
-9,420
1334
$398K ﹤0.01%
6,709
-246
1335
$396K ﹤0.01%
14,303
-391
1336
$394K ﹤0.01%
+7,668
1337
$394K ﹤0.01%
7,442
+68
1338
$394K ﹤0.01%
33,710
-8,462
1339
$393K ﹤0.01%
4,545
+314
1340
$393K ﹤0.01%
3,646
-2,403
1341
$392K ﹤0.01%
17,000
+5,000
1342
$392K ﹤0.01%
6,370
-716
1343
$392K ﹤0.01%
+22,250
1344
$391K ﹤0.01%
1,685
-5
1345
$390K ﹤0.01%
74,970
+464
1346
$388K ﹤0.01%
4,524
-8,374
1347
$388K ﹤0.01%
8,530
-186
1348
$386K ﹤0.01%
10,834
+2,939
1349
$385K ﹤0.01%
75,763
+34,115
1350
$384K ﹤0.01%
7,600
-4,103
52 53
54
55 56