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
1651
$78.1K ﹤0.01%
+12,600
1652
$77.7K ﹤0.01%
732
1653
$76.3K ﹤0.01%
15,500
-250
1654
$76K ﹤0.01%
500
1655
$75.6K ﹤0.01%
30,000
1656
$75.1K ﹤0.01%
+37,200
1657
$75.1K ﹤0.01%
+12,338
1658
$72.6K ﹤0.01%
6,000
1659
$71K ﹤0.01%
4
+2
1660
$70.8K ﹤0.01%
+2,740
1661
$70.8K ﹤0.01%
16,661
-1,738
1662
$69.7K ﹤0.01%
32,739
1663
$69.1K ﹤0.01%
268
1664
$69K ﹤0.01%
19,824
+9,707
1665
$68.9K ﹤0.01%
15,735
-200
1666
$68K ﹤0.01%
23,200
1667
$66.5K ﹤0.01%
+425
1668
$66.3K ﹤0.01%
11,900
+100
1669
$66.2K ﹤0.01%
5,754
1670
$64.2K ﹤0.01%
11,936
+1,664
1671
$63K ﹤0.01%
23,757
1672
$62.9K ﹤0.01%
+11,486
1673
$61.9K ﹤0.01%
86
-6
1674
$60.5K ﹤0.01%
12,000
1675
$60.1K ﹤0.01%
19,895
65 66
67
68 69