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
1376
$367K ﹤0.01%
14,420
-4,173
1377
$365K ﹤0.01%
+18,880
1378
$364K ﹤0.01%
10,914
+999
1379
$362K ﹤0.01%
26,477
1380
$361K ﹤0.01%
11,800
+95
1381
$361K ﹤0.01%
3,911
1382
$361K ﹤0.01%
12,240
-1,100
1383
$361K ﹤0.01%
27,905
-1,029
1384
$360K ﹤0.01%
4,039
-124
1385
$360K ﹤0.01%
18,000
1386
$359K ﹤0.01%
26,752
-5,689
1387
$359K ﹤0.01%
2,603
-102
1388
$359K ﹤0.01%
28,114
+306
1389
$358K ﹤0.01%
4,083
+133
1390
$357K ﹤0.01%
+18,352
1391
$357K ﹤0.01%
58,600
-4,000
1392
$356K ﹤0.01%
+12,425
1393
$355K ﹤0.01%
10,829
-913
1394
$355K ﹤0.01%
4,339
+62
1395
$355K ﹤0.01%
483
1396
$355K ﹤0.01%
8,098
-87
1397
$353K ﹤0.01%
3,144
+117
1398
$353K ﹤0.01%
1,708
-1,150
1399
$353K ﹤0.01%
7,802
-1,622
1400
$352K ﹤0.01%
8,354
-600
54 55
56
57 58