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
1626
$105K ﹤0.01%
11,846
1627
$103K ﹤0.01%
20,000
1628
$101K ﹤0.01%
+10,275
1629
$98.9K ﹤0.01%
10,000
1630
$98K ﹤0.01%
16,283
1631
$97.8K ﹤0.01%
13,590
1632
$97K ﹤0.01%
22,758
1633
$96.2K ﹤0.01%
2,601
1634
$95.6K ﹤0.01%
21,580
+1,300
1635
$94.3K ﹤0.01%
+24,680
1636
$93.7K ﹤0.01%
+10,000
1637
$93.6K ﹤0.01%
1,639
-49
1638
$93.6K ﹤0.01%
13,500
1639
$93.2K ﹤0.01%
+2,000
1640
$93.2K ﹤0.01%
12,324
-1,000
1641
$92.7K ﹤0.01%
+14,600
1642
$91.8K ﹤0.01%
10,511
+96
1643
$89.5K ﹤0.01%
875
-4
1644
$89.5K ﹤0.01%
+15,042
1645
$89.1K ﹤0.01%
+14,821
1646
$88.9K ﹤0.01%
23,651
+2,500
1647
$87.7K ﹤0.01%
+10,798
1648
$85K ﹤0.01%
+10,482
1649
$84.2K ﹤0.01%
53,600
-14,825
1650
$78.2K ﹤0.01%
+11,349
64 65
66
67 68