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AWS
Atria Wealth Solutions Portfolio holdings
AUM
$4.42B
1-Year Est. Return
16.4%
This Fund
S&P 500
This Quarter
Est. Return
+7.25%
1 Year Est. Return
+16.4%
3 Year Est. Return
+63.85%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$6.23B
AUM Growth
+$458M
(+7.9%)
Cap. Flow
+$129M
Cap. Flow
% of AUM
2.07%
Top 10 Holdings %
Top 10 Hldgs %
16.82%
Holding
1,894
New
160
Increased
779
Reduced
712
Closed
104
Top Buys
| 1 |
BLTE
Belite Bio
BLTE
|
+$22.3M |
| 2 |
iShares MBS ETF
MBB
|
+$14.1M |
| 3 |
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
|
+$12M |
| 4 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$9.88M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$9.56M |
Top Sells
| 1 |
First Trust Enhanced Short Maturity ETF
FTSM
|
+$35.6M |
| 2 |
iShares US Treasury Bond ETF
GOVT
|
+$19.6M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
+$13.4M |
| 4 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
+$11.1M |
| 5 |
iShares TIPS Bond ETF
TIP
|
+$10M |
Sector Composition
| 1 | Technology | 9.04% |
| 2 | Healthcare | 5.22% |
| 3 | Financials | 4.42% |
| 4 | Consumer Discretionary | 3.41% |
| 5 | Industrials | 3.26% |
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