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
1501
$218K ﹤0.01%
6,408
-2,200
1502
$218K ﹤0.01%
+3,290
1503
$217K ﹤0.01%
+892
1504
$216K ﹤0.01%
8,826
-130
1505
$216K ﹤0.01%
+12,759
1506
$216K ﹤0.01%
+10,288
1507
$215K ﹤0.01%
+12,554
1508
$215K ﹤0.01%
7,547
-43,456
1509
$214K ﹤0.01%
+5,439
1510
$213K ﹤0.01%
+3,958
1511
$212K ﹤0.01%
12,913
+1,371
1512
$212K ﹤0.01%
4,760
-724
1513
$212K ﹤0.01%
8,622
-8,910
1514
$211K ﹤0.01%
11,295
-505
1515
$211K ﹤0.01%
12,003
-155
1516
$211K ﹤0.01%
6,310
1517
$211K ﹤0.01%
34,000
+15,000
1518
$210K ﹤0.01%
+1,000
1519
$210K ﹤0.01%
2,570
-15
1520
$209K ﹤0.01%
34,648
+725
1521
$209K ﹤0.01%
15,000
-400
1522
$208K ﹤0.01%
+9,140
1523
$208K ﹤0.01%
5,097
-565
1524
$207K ﹤0.01%
1,841
-4,378
1525
$207K ﹤0.01%
7,247
+195
59 60
61
62 63