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
1951
– –
-10,059
1952
– –
-6,937
1953
– –
-10,850
1954
– –
-1,489
1955
– –
-1,371
1956
– –
-10,007
1957
– –
-4,237
1958
– –
-40,000
1959
– –
-6,107
1960
– –
-21,618
1961
– –
-38,437
1962
– –
-16,339
1963
– –
-7,134
1964
– –
-2,767
1965
– –
-4,610
1966
– –
-8,087
1967
– –
-13,873
1968
– –
-2,663
1969
– –
-698
1970
– –
-25,102
1971
– –
-10,000
1972
– –
-3,538
1973
– –
-4,147
1974
– –
-6,071
1975
– –
-3,034
77 78
79
80 81