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AWS
Atria Wealth Solutions Portfolio holdings
AUM
$4.42B
1-Year Est. Return
16.4%
This Fund
S&P 500
This Quarter
Est. Return
+3.48%
1 Year Est. Return
+16.4%
3 Year Est. Return
+63.85%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$9.02B
AUM Growth
+$173M
(+2%)
Cap. Flow
-$51.6M
Cap. Flow
% of AUM
-0.57%
Top 10 Holdings %
Top 10 Hldgs %
20.58%
Holding
2,077
New
136
Increased
755
Reduced
907
Closed
183
Top Buys
| 1 |
iShares S&P 500 Growth ETF
IVW
|
+$21.8M |
| 2 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$16.6M |
| 3 |
iShares MSCI EAFE Growth ETF
EFG
|
+$12.2M |
| 4 |
SPDR Gold Trust
GLD
|
+$9.98M |
| 5 |
Fidelity MSCI Consumer Staples Index ETF
FSTA
|
+$9.16M |
Top Sells
| 1 |
Apple
AAPL
|
+$14.9M |
| 2 |
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
|
+$12.6M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$11.8M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$11.4M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$10.8M |
Sector Composition
| 1 | Technology | 13.47% |
| 2 | Financials | 4.02% |
| 3 | Consumer Discretionary | 3.68% |
| 4 | Healthcare | 3.48% |
| 5 | Communication Services | 3.18% |
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