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
$9.11B
AUM Growth
-$86.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,096
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$20.8M
3
+$13M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$12.9M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$12.1M

Top Sells

1
+$95.6M
2
+$28.4M
3
+$27.4M
4
ONEQ icon
Fidelity Nasdaq Composite Index ETF
ONEQ
+$23.1M
5
HDV icon
iShares Core High Dividend ETF
HDV
+$20.9M

Sector Composition

1 Technology 11.05%
2 Financials 4.39%
3 Consumer Discretionary 3.94%
4 Healthcare 2.97%
5 Communication Services 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-7,955
2027
– –
-29,580
2028
– –
-7,609
2029
– –
-5,200
2030
– –
-5,301
2031
– –
-3,381
2032
– –
-1,092
2033
– –
-4,070
2034
– –
-7,594
2035
– –
-10,000
2036
– –
-5,382
2037
– –
-1,903
2038
– –
-3,329
2039
– –
-4,011
2040
– –
-12,284
2041
– –
-2,800
2042
– –
-22,838
2043
– –
-97,774
2044
– –
-15,545
2045
– –
-65,623
2046
– –
-12,184
2047
– –
-239,092
2048
– –
-48,115
2049
– –
-514,278
2050
– –
-381,398
80 81
82
83 84