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
1526
$207K ﹤0.01%
13,022
+315
1527
$207K ﹤0.01%
4,278
-440
1528
$206K ﹤0.01%
16,633
+187
1529
$205K ﹤0.01%
6,443
1530
$205K ﹤0.01%
97,200
1531
$205K ﹤0.01%
+38,817
1532
$205K ﹤0.01%
11,142
+15
1533
$205K ﹤0.01%
+9,507
1534
$205K ﹤0.01%
2,334
+1
1535
$204K ﹤0.01%
15,015
-4,527
1536
$204K ﹤0.01%
+4,500
1537
$204K ﹤0.01%
13,879
1538
$204K ﹤0.01%
7,350
+150
1539
$204K ﹤0.01%
19,672
-603
1540
$203K ﹤0.01%
2,606
-37
1541
$203K ﹤0.01%
8,658
-6,253
1542
$203K ﹤0.01%
2,598
-19
1543
$202K ﹤0.01%
4,817
-260
1544
$202K ﹤0.01%
9,537
-1,625
1545
$202K ﹤0.01%
6,394
-7,684
1546
$201K ﹤0.01%
+4,752
1547
$201K ﹤0.01%
1,655
-187
1548
$201K ﹤0.01%
+5,193
1549
$201K ﹤0.01%
8,072
+3
1550
$201K ﹤0.01%
1,840
-816
60 61
62
63 64