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
1351
$384K ﹤0.01%
1,599
+358
1352
$382K ﹤0.01%
16,403
-12,718
1353
$382K ﹤0.01%
1,876
+60
1354
$381K ﹤0.01%
25,740
+7
1355
$380K ﹤0.01%
9,865
+819
1356
$377K ﹤0.01%
32,400
+1,497
1357
$377K ﹤0.01%
13,526
-9,556
1358
$376K ﹤0.01%
3,333
+40
1359
$376K ﹤0.01%
18,447
-1,078
1360
$374K ﹤0.01%
49,413
+17,152
1361
$374K ﹤0.01%
9,585
-2,335
1362
$374K ﹤0.01%
13,185
+105
1363
$374K ﹤0.01%
9,044
-6
1364
$373K ﹤0.01%
28,023
-8,605
1365
$373K ﹤0.01%
19,839
-730
1366
$372K ﹤0.01%
72,409
+322
1367
$372K ﹤0.01%
+14,387
1368
$370K ﹤0.01%
28,939
+14,001
1369
$370K ﹤0.01%
5,632
+76
1370
$370K ﹤0.01%
32,913
-1,137
1371
$370K ﹤0.01%
9,861
+144
1372
$370K ﹤0.01%
14,739
+105
1373
$370K ﹤0.01%
+30,193
1374
$369K ﹤0.01%
+7,228
1375
$369K ﹤0.01%
8,270
+4
53 54
55
56 57