AWS

Atria Wealth Solutions Portfolio holdings

AUM $4.42B
1-Year Est. Return 16.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.4%
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
+$142M
2
+$58.6M
3
+$42.1M
4
AMZN icon
Amazon
AMZN
+$40M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$30.9M

Top Sells

1
+$20.6M
2
+$10.6M
3
+$8.67M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$6.1M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$4.85M

Sector Composition

1 Technology 9.88%
2 Healthcare 4.7%
3 Consumer Discretionary 4.2%
4 Financials 4.11%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1851
– –
-9,439
1852
– –
-6,765
1853
– –
-38,045
1854
– –
-1,805
1855
– –
-14,584
1856
– –
-934
1857
– –
-3,100
1858
– –
-5,655
1859
– –
-48,412
1860
– –
-7,160
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