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
1626
$239K ﹤0.01%
+1,273
1627
$239K ﹤0.01%
8,250
-308
1628
$239K ﹤0.01%
1,488
-1,992
1629
$239K ﹤0.01%
2,913
+80
1630
$238K ﹤0.01%
10,495
1631
$237K ﹤0.01%
+9,184
1632
$237K ﹤0.01%
20,023
-2,357
1633
$236K ﹤0.01%
3,800
+50
1634
$236K ﹤0.01%
3,617
1635
$236K ﹤0.01%
37,038
1636
$235K ﹤0.01%
35,000
+20,000
1637
$235K ﹤0.01%
20,390
-281
1638
$235K ﹤0.01%
+8,152
1639
$234K ﹤0.01%
20,388
+244
1640
$234K ﹤0.01%
10,463
+1,251
1641
$233K ﹤0.01%
195
1642
$233K ﹤0.01%
10,372
+43
1643
$233K ﹤0.01%
5,604
-90,247
1644
$233K ﹤0.01%
13,352
-49
1645
$232K ﹤0.01%
9,179
+213
1646
$232K ﹤0.01%
147
-6
1647
$232K ﹤0.01%
+1,024
1648
$231K ﹤0.01%
1,788
-39
1649
$231K ﹤0.01%
17,311
-1,503
1650
$231K ﹤0.01%
2,550
-285
64 65
66
67 68