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
1426
$339K ﹤0.01%
+7,795
1427
$339K ﹤0.01%
8,142
1428
$337K ﹤0.01%
7,480
1429
$337K ﹤0.01%
65,605
-500
1430
$337K ﹤0.01%
3,390
-2,049
1431
$337K ﹤0.01%
6,603
1432
$336K ﹤0.01%
9,116
-888
1433
$335K ﹤0.01%
21,009
1434
$334K ﹤0.01%
16,800
+2,150
1435
$334K ﹤0.01%
6,941
-700
1436
$333K ﹤0.01%
8,779
-43,494
1437
$333K ﹤0.01%
11,530
-491
1438
$333K ﹤0.01%
4,354
+149
1439
$332K ﹤0.01%
+8,058
1440
$329K ﹤0.01%
1,914
+165
1441
$328K ﹤0.01%
1,413
-835
1442
$326K ﹤0.01%
4,400
+126
1443
$325K ﹤0.01%
24,894
-550
1444
$325K ﹤0.01%
7,199
-121
1445
$324K ﹤0.01%
20,626
+7,694
1446
$324K ﹤0.01%
6,874
-393
1447
$324K ﹤0.01%
15,250
-51
1448
$321K ﹤0.01%
12,362
+731
1449
$321K ﹤0.01%
3,073
+680
1450
$321K ﹤0.01%
6,341
-2,404
56 57
58
59 60