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
$9.02B
AUM Growth
+$173M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,077
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$16.6M
3
+$12.2M
4
GLD icon
SPDR Gold Trust
GLD
+$9.92M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$9.53M

Top Sells

1
+$16.8M
2
+$12.7M
3
+$12.3M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$11.9M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$11.5M

Sector Composition

1 Technology 13.47%
2 Financials 4.02%
3 Consumer Discretionary 3.68%
4 Healthcare 3.48%
5 Communication Services 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1526
$284K ﹤0.01%
6,448
+9
1527
$283K ﹤0.01%
+10,178
1528
$282K ﹤0.01%
8,375
-175
1529
$281K ﹤0.01%
7,274
1530
$281K ﹤0.01%
9,332
+102
1531
$280K ﹤0.01%
11,314
-38,641
1532
$280K ﹤0.01%
11,975
-3,523
1533
$280K ﹤0.01%
+1,032
1534
$280K ﹤0.01%
9,341
1535
$279K ﹤0.01%
+4,253
1536
$279K ﹤0.01%
4,900
-1,376
1537
$278K ﹤0.01%
+5,381
1538
$278K ﹤0.01%
2,980
+231
1539
$278K ﹤0.01%
10,046
+39
1540
$277K ﹤0.01%
5,587
+27
1541
$276K ﹤0.01%
6,092
-1,817
1542
$275K ﹤0.01%
28,095
+483
1543
$275K ﹤0.01%
28,263
+9,978
1544
$274K ﹤0.01%
3,826
+312
1545
$273K ﹤0.01%
+23,428
1546
$273K ﹤0.01%
5,762
-78
1547
$273K ﹤0.01%
16,796
1548
$273K ﹤0.01%
8,086
+4
1549
$271K ﹤0.01%
10,764
-4,410
1550
$271K ﹤0.01%
11,370
-1,843
60 61
62
63 64