We are live on
!
Find out more
AWS
Atria Wealth Solutions Portfolio holdings
AUM
$4.42B
1-Year Est. Return
16.4%
This Fund
S&P 500
This Quarter
Est. Return
+9.22%
1 Year Est. Return
+16.4%
3 Year Est. Return
+63.85%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$8.85B
AUM Growth
+$896M
(+11%)
Cap. Flow
+$299M
Cap. Flow
% of AUM
3.38%
Top 10 Holdings %
Top 10 Hldgs %
19.35%
Holding
2,072
New
160
Increased
925
Reduced
762
Closed
132
Top Buys
| 1 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
+$28.2M |
| 2 |
Microsoft
MSFT
|
+$24M |
| 3 |
iShares S&P 500 Value ETF
IVE
|
+$21.4M |
| 4 |
iShares Core Universal USD Bond ETF
IUSB
|
+$17.7M |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$16.8M |
Top Sells
| 1 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$56.5M |
| 2 |
Invesco Ultra Short Duration ETF
GSY
|
+$16.9M |
| 3 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
+$15.5M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$13.8M |
| 5 |
iShares ESG Aware MSCI USA ETF
ESGU
|
+$10.7M |
Sector Composition
| 1 | Technology | 12.19% |
| 2 | Financials | 4.39% |
| 3 | Consumer Discretionary | 3.76% |
| 4 | Healthcare | 3.7% |
| 5 | Industrials | 3.11% |
Similar funds
CIA
FHA
MME
MC
NFC
WBA
MD
GL