AWS
Atria Wealth Solutions Portfolio holdings
AUM
$4.42B
1-Year Return
16.38%
This Quarter Return
-3.32%
1 Year Return
+16.38%
3 Year Return
+63.67%
5 Year Return
–
10 Year Return
–
AUM
$6.01B
AUM Growth
–
Cap. Flow
+$6.01B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
18.17%
Holding
1,722
New
1,721
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$206M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$149M |
| 3 |
Microsoft
MSFT
|
$110M |
| 4 |
Invesco QQQ Trust
QQQ
|
$110M |
| 5 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$93.4M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 10.81% |
| 2 | Financials | 4.53% |
| 3 | Consumer Discretionary | 4.51% |
| 4 | Healthcare | 3.86% |
| 5 | Communication Services | 3.18% |
