AWS
Atria Wealth Solutions Portfolio holdings
AUM
$4.42B
1-Year Est. Return
16.38%
1 Year Est. Return
+16.38%
AUM
$4.42B
AUM Growth
-$3.88B
(-47%)
Holding
1,959
Top Buys
| 1 | +$8.9M | |
| 2 | +$7.34M | |
| 3 | +$6.31M | |
| 4 |
iShares Core International Aggregate Bond Fund
IAGG
|
+$6.24M |
| 5 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$4.57M |
Top Sells
| 1 | +$144M | |
| 2 | +$131M | |
| 3 | +$108M | |
| 4 |
Microsoft
MSFT
|
+$91M |
| 5 |
Vanguard Growth ETF
VUG
|
+$80.1M |
Sector Composition
| 1 | Technology | 9.71% |
| 2 | Financials | 4.37% |
| 3 | Industrials | 2.97% |
| 4 | Consumer Discretionary | 2.94% |
| 5 | Communication Services | 2.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1951
Cincinnati Financial
CINF
$26.1B
| – | – |
-1,997
|
|
||
1952
CION Investment
CION
$525M
| – | – |
-29,755
|
|
||
1953
Clean Harbors
CLH
$12.2B
| – | – |
-1,072
|
|
||
1954
VanEck CLO ETF
CLOI
$1.25B
| – | – |
-11,290
|
|
||
1955
Convergence Long/Short Equity ETF
CLSE
$249M
| – | – |
-18,658
|
|
||
1956
Canadian Natural Resources
CNQ
$70.3B
| – | – |
-6,641
|
|
||
1957
Coca-Cola Consolidated
COKE
$10.9B
| – | – |
-10,650
|
|
||
1958
Campbell Soup
CPB
$9.07B
| – | – |
-7,487
|
|
||
1959
Coupang
CPNG
$51.4B
| – | – |
-9,347
|
|