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
1376
$262K ﹤0.01%
+2,264
1377
$262K ﹤0.01%
16,446
-156
1378
$261K ﹤0.01%
1,179
-1,483
1379
$261K ﹤0.01%
6,177
+247
1380
$261K ﹤0.01%
+9,890
1381
$260K ﹤0.01%
6,127
1382
$260K ﹤0.01%
4,940
1383
$259K ﹤0.01%
3,227
-2,232
1384
$259K ﹤0.01%
+20,308
1385
$259K ﹤0.01%
11,827
+2,839
1386
$258K ﹤0.01%
6,270
1387
$258K ﹤0.01%
+4,551
1388
$256K ﹤0.01%
+5,520
1389
$256K ﹤0.01%
20,000
1390
$256K ﹤0.01%
3,050
1391
$256K ﹤0.01%
754
-11
1392
$255K ﹤0.01%
+19,700
1393
$255K ﹤0.01%
+18,903
1394
$253K ﹤0.01%
9,898
+658
1395
$252K ﹤0.01%
+13,676
1396
$252K ﹤0.01%
14,661
+1,809
1397
$252K ﹤0.01%
17,503
-15,956
1398
$252K ﹤0.01%
31,755
-103,187
1399
$251K ﹤0.01%
1,322
+28
1400
$251K ﹤0.01%
3,780
+285
54 55
56
57 58