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
1576
$163K ﹤0.01%
+15,884
1577
$161K ﹤0.01%
+10,182
1578
$159K ﹤0.01%
+14,255
1579
$156K ﹤0.01%
44,011
+7,492
1580
$155K ﹤0.01%
+10,060
1581
$155K ﹤0.01%
14,062
-884
1582
$153K ﹤0.01%
12,769
-66
1583
$148K ﹤0.01%
+21
1584
$147K ﹤0.01%
10,200
-1,350
1585
$147K ﹤0.01%
18,433
-2,000
1586
$146K ﹤0.01%
+13,429
1587
$146K ﹤0.01%
10,500
1588
$146K ﹤0.01%
+13,900
1589
$146K ﹤0.01%
39,144
+1,282
1590
$145K ﹤0.01%
29,130
+267
1591
$142K ﹤0.01%
17,400
1592
$141K ﹤0.01%
+15,703
1593
$141K ﹤0.01%
8,305
-477
1594
$140K ﹤0.01%
+93,100
1595
$138K ﹤0.01%
+19,725
1596
$137K ﹤0.01%
13,047
+400
1597
$136K ﹤0.01%
+25,000
1598
$131K ﹤0.01%
11,717
-967
1599
$131K ﹤0.01%
+15,539
1600
$129K ﹤0.01%
17,108
+203
62 63
64
65 66