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
$8.85B
AUM Growth
+$896M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,072
New
Increased
Reduced
Closed

Top Buys

1
+$29.9M
2
+$24.9M
3
+$22.5M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$17.8M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$16.8M

Top Sells

1
+$56.7M
2
+$16.9M
3
+$15.5M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$14.5M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$11.2M

Sector Composition

1 Technology 12.19%
2 Financials 4.39%
3 Consumer Discretionary 3.76%
4 Healthcare 3.7%
5 Industrials 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-3,100
2027
– –
-13,284
2028
– –
-1,327
2029
– –
-13,040
2030
– –
-91,528
2031
– –
-11,669
2032
– –
-9,943
2033
– –
-7,130
2034
– –
-7,531
2035
– –
-850
2036
– –
-19,769
2037
– –
-161,831
2038
– –
-9,100
2039
– –
-3,179
2040
– –
-4,115
2041
– –
-17,374
2042
– –
-11,825
2043
– –
-11,000
2044
– –
-8,397
2045
– –
-3,390
2046
– –
-8,222
2047
– –
-12,777
2048
– –
-4,081
2049
– –
-2,238
2050
– –
-9,707
79 80 81
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