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
1476
$225K ﹤0.01%
1,650
1477
$225K ﹤0.01%
9,783
-54,456
1478
$225K ﹤0.01%
7,000
1479
$225K ﹤0.01%
1,448
-644
1480
$224K ﹤0.01%
+5,899
1481
$224K ﹤0.01%
+7,649
1482
$224K ﹤0.01%
10,733
-2,225
1483
$224K ﹤0.01%
2,689
-1,631
1484
$224K ﹤0.01%
19,922
+700
1485
$223K ﹤0.01%
5,058
1486
$223K ﹤0.01%
+6,608
1487
$222K ﹤0.01%
3,621
+4
1488
$222K ﹤0.01%
+10,460
1489
$222K ﹤0.01%
+2,035
1490
$221K ﹤0.01%
8,410
-16,000
1491
$221K ﹤0.01%
7,764
-1,804
1492
$221K ﹤0.01%
+1,993
1493
$221K ﹤0.01%
+1,969
1494
$220K ﹤0.01%
3,579
-7
1495
$220K ﹤0.01%
2,403
-265
1496
$220K ﹤0.01%
+29,011
1497
$219K ﹤0.01%
2,727
+23
1498
$219K ﹤0.01%
2,195
-267
1499
$219K ﹤0.01%
+5,252
1500
$218K ﹤0.01%
7,837
58 59
60
61 62