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
1726
$12K ﹤0.01%
2,000
1727
$9.92K ﹤0.01%
+1,550
1728
$9.91K ﹤0.01%
4,000
1729
$8.26K ﹤0.01%
109
1730
$2.11K ﹤0.01%
10,000
-15,199
1731
– –
0
1732
$1.52K ﹤0.01%
333
1733
– –
-4,200
1734
– –
-7,946
1735
– –
-6,916
1736
– –
-4,351
1737
– –
-5,798
1738
– –
-4,433
1739
– –
-2,251
1740
– –
-5,626
1741
– –
-4,775
1742
– –
-95,575
1743
– –
-15,527
1744
– –
-17,613
1745
– –
-3,420
1746
– –
-12,811
1747
– –
-849
1748
– –
-3,924
1749
– –
-29,079
1750
– –
-13,460
68 69
70
71 72