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
2026
– –
-66,569
2027
– –
-31,262
2028
– –
-6,188
2029
– –
-10,958
2030
– –
-1,860
2031
– –
-39,200
2032
– –
-1,760
2033
– –
-16,370
2034
– –
-35,699
2035
– –
-512
2036
– –
-5,176
2037
– –
-11,835
2038
– –
-6,253
2039
– –
-9,588
2040
– –
-30,000
2041
– –
-4,437
2042
– –
-6,318
2043
– –
-10,344
2044
– –
-77,108
2045
– –
-9,962
2046
– –
-6,840
2047
– –
-10,245
2048
– –
-10,575
2049
– –
-15,809
2050
– –
-3,150
80 81
82
83 84