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
1576
$262K ﹤0.01%
2,082
-27
1577
$262K ﹤0.01%
4,277
+296
1578
$261K ﹤0.01%
7,594
+1,613
1579
$260K ﹤0.01%
3,276
1580
$259K ﹤0.01%
12,761
-226
1581
$258K ﹤0.01%
+3,612
1582
$258K ﹤0.01%
4,546
+13
1583
$257K ﹤0.01%
+3,972
1584
$257K ﹤0.01%
1,930
1585
$257K ﹤0.01%
+2,916
1586
$257K ﹤0.01%
6,809
+10
1587
$256K ﹤0.01%
21,571
+546
1588
$256K ﹤0.01%
+4,492
1589
$256K ﹤0.01%
6,891
1590
$255K ﹤0.01%
2,561
-5,864
1591
$255K ﹤0.01%
3,619
-200
1592
$254K ﹤0.01%
15,961
+619
1593
$253K ﹤0.01%
1,792
-382
1594
$251K ﹤0.01%
5,752
+534
1595
$251K ﹤0.01%
22,498
-899
1596
$250K ﹤0.01%
5,025
-655
1597
$249K ﹤0.01%
976
+30
1598
$249K ﹤0.01%
7,167
-6,828
1599
$248K ﹤0.01%
59,722
-5,747
1600
$247K ﹤0.01%
1,093
+84
62 63
64
65 66