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
1351
$273K ﹤0.01%
+11,850
1352
$270K ﹤0.01%
+11,373
1353
$269K ﹤0.01%
8,399
-3,389
1354
$269K ﹤0.01%
2,375
-59
1355
$269K ﹤0.01%
+3,211
1356
$269K ﹤0.01%
+14,823
1357
$269K ﹤0.01%
+1,799
1358
$268K ﹤0.01%
108,619
+13,383
1359
$268K ﹤0.01%
13,738
+1,381
1360
$268K ﹤0.01%
+5,190
1361
$268K ﹤0.01%
5,372
+2
1362
$268K ﹤0.01%
+10,293
1363
$267K ﹤0.01%
23,502
-4,962
1364
$267K ﹤0.01%
+13,668
1365
$266K ﹤0.01%
3,819
+19
1366
$265K ﹤0.01%
9,993
-3,378
1367
$265K ﹤0.01%
930
+6
1368
$265K ﹤0.01%
22,600
-4,336
1369
$264K ﹤0.01%
6,097
+14
1370
$264K ﹤0.01%
+7,900
1371
$264K ﹤0.01%
+6,025
1372
$263K ﹤0.01%
6,848
+8
1373
$263K ﹤0.01%
+2,068
1374
$262K ﹤0.01%
+7,130
1375
$262K ﹤0.01%
+13,025
53 54
55
56 57