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
1401
$251K ﹤0.01%
5,713
-34,527
1402
$251K ﹤0.01%
+4,185
1403
$251K ﹤0.01%
22,083
-9,093
1404
$251K ﹤0.01%
1,925
-380
1405
$251K ﹤0.01%
14,860
+1,302
1406
$250K ﹤0.01%
2,358
+284
1407
$250K ﹤0.01%
13,363
1408
$250K ﹤0.01%
8,739
-613
1409
$250K ﹤0.01%
5,640
+182
1410
$250K ﹤0.01%
8,500
1411
$249K ﹤0.01%
10,154
+1,900
1412
$249K ﹤0.01%
+24,013
1413
$249K ﹤0.01%
+3,273
1414
$249K ﹤0.01%
2,568
-3,049
1415
$248K ﹤0.01%
+2,914
1416
$248K ﹤0.01%
5,655
+993
1417
$248K ﹤0.01%
+5,564
1418
$248K ﹤0.01%
1,488
+2
1419
$248K ﹤0.01%
+3,112
1420
$248K ﹤0.01%
+9,606
1421
$247K ﹤0.01%
4,100
-300
1422
$247K ﹤0.01%
+86,289
1423
$246K ﹤0.01%
+5,425
1424
$246K ﹤0.01%
+22,645
1425
$246K ﹤0.01%
+5,583
55 56
57
58 59