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
1701
$39.7K ﹤0.01%
10,000
1702
$38.3K ﹤0.01%
11,163
+993
1703
$36.3K ﹤0.01%
+344
1704
$36K ﹤0.01%
15,258
-9,310
1705
$34K ﹤0.01%
+15,000
1706
$33.2K ﹤0.01%
14,300
1707
$33K ﹤0.01%
+11,956
1708
$33K ﹤0.01%
+13,510
1709
$32.6K ﹤0.01%
14,036
+1,529
1710
$32.5K ﹤0.01%
271,472
1711
$32K ﹤0.01%
+26,225
1712
$26.5K ﹤0.01%
4,940
1713
$25.9K ﹤0.01%
2,825
1714
$25.1K ﹤0.01%
788
1715
$25K ﹤0.01%
4,477
1716
$24.4K ﹤0.01%
10,801
1717
$23.9K ﹤0.01%
1,433
1718
$23.8K ﹤0.01%
20,000
1719
$19.4K ﹤0.01%
10,480
-2,600
1720
$19.1K ﹤0.01%
17,730
1721
$18.4K ﹤0.01%
850
1722
$17.5K ﹤0.01%
3,010
+861
1723
$17.1K ﹤0.01%
33,018
+10,000
1724
$15.1K ﹤0.01%
10,000
1725
$13.1K ﹤0.01%
14,500
67 68
69
70 71