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
1651
$229K ﹤0.01%
4,730
+276
1652
$229K ﹤0.01%
1,673
-373
1653
$229K ﹤0.01%
+6,067
1654
$228K ﹤0.01%
11,004
-1,396
1655
$228K ﹤0.01%
6,845
+247
1656
$228K ﹤0.01%
4,009
-1,977
1657
$227K ﹤0.01%
6,750
-58,862
1658
$227K ﹤0.01%
9,750
-1,100
1659
$226K ﹤0.01%
+5,700
1660
$226K ﹤0.01%
9,955
-1,200
1661
$226K ﹤0.01%
1,239
-313
1662
$225K ﹤0.01%
2,327
-172
1663
$225K ﹤0.01%
2,520
-878
1664
$225K ﹤0.01%
24,471
+825
1665
$224K ﹤0.01%
+11,153
1666
$224K ﹤0.01%
5,704
-42
1667
$224K ﹤0.01%
10,384
+138
1668
$224K ﹤0.01%
+8,245
1669
$223K ﹤0.01%
1,297
-161
1670
$223K ﹤0.01%
3,812
-3,883
1671
$223K ﹤0.01%
18,646
-1,990
1672
$222K ﹤0.01%
6,310
1673
$222K ﹤0.01%
14,072
1674
$222K ﹤0.01%
4,495
+205
1675
$222K ﹤0.01%
+4,086
65 66
67
68 69