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
1976
– –
-163,702
1977
– –
-10,850
1978
– –
-1,489
1979
– –
-1,371
1980
– –
-10,007
1981
– –
-4,237
1982
– –
-40,000
1983
– –
-5,410
1984
– –
-6,744
1985
– –
-3,644
1986
– –
-7,245
1987
– –
-18,576
1988
– –
-6,107
1989
– –
-21,618
1990
– –
-38,437
1991
– –
-16,339
1992
– –
-7,134
1993
– –
-2,767
1994
– –
-4,610
1995
– –
-8,087
1996
– –
-13,873
1997
– –
-2,663
1998
– –
-698
1999
– –
-25,102
2000
– –
-10,000
78 79
80
81 82