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
1676
$222K ﹤0.01%
544
-167
1677
$222K ﹤0.01%
2,585
+215
1678
$222K ﹤0.01%
+1,669
1679
$221K ﹤0.01%
1,424
-406
1680
$221K ﹤0.01%
8,109
+4,622
1681
$221K ﹤0.01%
3,194
-203
1682
$220K ﹤0.01%
+4,988
1683
$220K ﹤0.01%
10,288
-907
1684
$219K ﹤0.01%
5,951
-197
1685
$219K ﹤0.01%
11,404
-2,234
1686
$219K ﹤0.01%
2,184
-59
1687
$219K ﹤0.01%
3,515
1688
$218K ﹤0.01%
1,617
-1,493
1689
$218K ﹤0.01%
7,818
-3,100
1690
$217K ﹤0.01%
2,475
-1,611
1691
$217K ﹤0.01%
12,367
-1,717
1692
$217K ﹤0.01%
15,865
-300
1693
$217K ﹤0.01%
+8,582
1694
$217K ﹤0.01%
8,669
+569
1695
$216K ﹤0.01%
2,266
-268
1696
$216K ﹤0.01%
15,965
-19,686
1697
$216K ﹤0.01%
1,973
+2
1698
$216K ﹤0.01%
1,514
-615
1699
$216K ﹤0.01%
9,116
-4,424
1700
$215K ﹤0.01%
+4,253
66 67
68
69 70