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
1451
$320K ﹤0.01%
4,690
+1,702
1452
$320K ﹤0.01%
6,920
-865
1453
$318K ﹤0.01%
2,391
-299
1454
$317K ﹤0.01%
20,334
+577
1455
$317K ﹤0.01%
12,194
-45
1456
$317K ﹤0.01%
9,394
-10
1457
$315K ﹤0.01%
4,381
-39
1458
$315K ﹤0.01%
43,580
+40
1459
$315K ﹤0.01%
6,100
-100
1460
$314K ﹤0.01%
10,119
+93
1461
$314K ﹤0.01%
10,843
-313
1462
$314K ﹤0.01%
8,134
-363
1463
$314K ﹤0.01%
11,439
-5,135
1464
$313K ﹤0.01%
10,148
-10,315
1465
$313K ﹤0.01%
4,706
1466
$312K ﹤0.01%
5,459
-60
1467
$312K ﹤0.01%
16,000
1468
$312K ﹤0.01%
5,585
-525
1469
$311K ﹤0.01%
3,023
+585
1470
$309K ﹤0.01%
+2,524
1471
$309K ﹤0.01%
8,847
-1,890
1472
$308K ﹤0.01%
6,367
+784
1473
$308K ﹤0.01%
29,397
+2,590
1474
$308K ﹤0.01%
+13,700
1475
$308K ﹤0.01%
21,478
+454
57 58
59
60 61