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
FT Vest US Equity Deep Buffer ETF January
DJAN
$352M
| – | – |
-8,281
|
|
||
1952
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$670M
| – | – |
-18,678
|
|
||
1953
FT Vest US Equity Deep Buffer ETF June
DJUN
$278M
| – | – |
-15,190
|
|
||
1954
Healthpeak Properties
DOC
$12B
| – | – |
-68,190
|
|
||
|
DPG
1955
Duff & Phelps Utility and Infrastructure Fund
DPG
$476M
| – | – |
-21,233
|
|
||
1956
Distillate US Fundamental Stability & Value ETF
DSTL
$1.9B
| – | – |
-18,533
|
|
||
1957
WisdomTree International High Dividend Fund
DTH
$541M
| – | – |
-43,176
|
|
||
1958
Duolingo
DUOL
$7.22B
| – | – |
-2,030
|
|
||
1959
Dynavax Technologies
DVAX
$1.77B
| – | – |
-10,000
|
|