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
1426
$245K ﹤0.01%
4,935
+422
1427
$244K ﹤0.01%
559
+16
1428
$244K ﹤0.01%
2,924
-731
1429
$244K ﹤0.01%
1,384
+7
1430
$243K ﹤0.01%
9,383
+919
1431
$243K ﹤0.01%
2,098
-70
1432
$242K ﹤0.01%
5,557
+239
1433
$242K ﹤0.01%
10,510
-5,572
1434
$242K ﹤0.01%
10,960
+550
1435
$242K ﹤0.01%
21,270
+6,978
1436
$242K ﹤0.01%
1,723
-129
1437
$241K ﹤0.01%
2,364
+106
1438
$241K ﹤0.01%
+3,094
1439
$240K ﹤0.01%
16,834
-194
1440
$239K ﹤0.01%
10,981
+31
1441
$239K ﹤0.01%
1,747
-5,985
1442
$239K ﹤0.01%
4,488
+105
1443
$238K ﹤0.01%
25,000
-5,000
1444
$238K ﹤0.01%
14,348
+27
1445
$237K ﹤0.01%
21,730
+5
1446
$237K ﹤0.01%
3,702
-3,466
1447
$237K ﹤0.01%
9,791
+615
1448
$236K ﹤0.01%
26,700
+5,925
1449
$236K ﹤0.01%
2,543
+366
1450
$236K ﹤0.01%
+5,536
56 57
58
59 60