AWS
Atria Wealth Solutions Portfolio holdings
AUM
$4.42B
1-Year Est. Return
16.4%
This Fund
S&P 500
1 Year Est. Return
+16.4%
AUM
$4.42B
AUM Growth
-$3.88B
(-47%)
Holding
1,959
Top Buys
| 1 | +$8.41M | |
| 2 | +$6.79M | |
| 3 | +$6.19M | |
| 4 |
iShares Core S&P US Value ETF
IUSV
|
+$5.92M |
| 5 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$4.55M |
Top Sells
| 1 | +$133M | |
| 2 | +$105M | |
| 3 | +$104M | |
| 4 |
Microsoft
MSFT
|
+$79.4M |
| 5 |
Vanguard Growth ETF
VUG
|
+$72.1M |
Sector Composition
| 1 | Technology | 9.69% |
| 2 | Financials | 4.39% |
| 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
VanEck High Yield Muni ETF
HYD
$4.27B
| – | – |
-3,913
|
|
||
1952
AB High Yield ETF
HYFI
$308M
| – | – |
-6,369
|
|
||
1953
FlexShares High Yield Value-Scored Bond Index Fund
HYGV
$1.15B
| – | – |
-16,468
|
|
||
1954
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.55B
| – | – |
-44,087
|
|
||
1955
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.64B
| – | – |
-50,135
|
|
||
1956
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$198M
| – | – |
-38,150
|
|
||
1957
IAC Inc
IAC
$2.96B
| – | – |
-24,880
|
|
||
1958
ICICI Bank
IBN
$109B
| – | – |
-8,489
|
|
||
1959
Icon
ICLR
$8.26B
| – | – |
-1,424
|
|