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
1851
$62.5K ﹤0.01%
10,000
1852
$61.6K ﹤0.01%
10,111
-15,445
1853
$60.8K ﹤0.01%
11,300
+600
1854
$60.3K ﹤0.01%
+10,190
1855
$59.3K ﹤0.01%
15,023
-9,345
1856
$59K ﹤0.01%
10,934
1857
$58.8K ﹤0.01%
16,700
+4,000
1858
$58.4K ﹤0.01%
+10,705
1859
$56.6K ﹤0.01%
2,483
1860
$54K ﹤0.01%
43,512
+877
1861
$53K ﹤0.01%
+24,000
1862
$51.8K ﹤0.01%
10,646
-777
1863
$51.1K ﹤0.01%
30,765
-3,300
1864
$50.3K ﹤0.01%
1,926
-2,558
1865
$49.9K ﹤0.01%
15,120
1866
$49.3K ﹤0.01%
14,679
+3,022
1867
$48.5K ﹤0.01%
12,689
+16
1868
$48K ﹤0.01%
15,650
1869
$46.7K ﹤0.01%
23,111
1870
$43.5K ﹤0.01%
12,800
-200
1871
$42.1K ﹤0.01%
15,964
+5,064
1872
$41.3K ﹤0.01%
13,900
1873
$40.8K ﹤0.01%
24,700
-500
1874
$38.3K ﹤0.01%
23,098
-278
1875
$36.5K ﹤0.01%
21,500
73 74
75
76 77