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
1551
$199K ﹤0.01%
14,304
+3,199
1552
$199K ﹤0.01%
18,763
+2,201
1553
$198K ﹤0.01%
+13,750
1554
$197K ﹤0.01%
+29,269
1555
$196K ﹤0.01%
20,559
+225
1556
$195K ﹤0.01%
12,921
1557
$195K ﹤0.01%
12,215
+555
1558
$194K ﹤0.01%
25,000
1559
$192K ﹤0.01%
35,250
1560
$191K ﹤0.01%
16,922
-275
1561
$189K ﹤0.01%
12,524
-705
1562
$184K ﹤0.01%
26,777
-903
1563
$184K ﹤0.01%
688
+64
1564
$183K ﹤0.01%
+16,600
1565
$181K ﹤0.01%
107,200
+8,000
1566
$181K ﹤0.01%
13,243
-286
1567
$178K ﹤0.01%
27,131
+1,150
1568
$177K ﹤0.01%
+14,285
1569
$176K ﹤0.01%
10,804
+78
1570
$176K ﹤0.01%
+28,322
1571
$173K ﹤0.01%
61,554
+41,399
1572
$171K ﹤0.01%
+16,600
1573
$170K ﹤0.01%
10,132
-264
1574
$168K ﹤0.01%
13,008
+6,002
1575
$168K ﹤0.01%
15,000
61 62
63
64 65