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Amanda Hawley

@Atria Wealth Solutions, Inc.

Latest period2024 - Q3ReportedManaged Assets$9.228BTotal holdings1895
Assets growth rate1.86%Assets growth rate (2-Q avg)2%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Atria Wealth Solutions, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1895 positions.

Assets under management

The assets under management (AUM) of Atria Wealth Solutions, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 9.228B in assets, with a quarterly growth rate of 1.86% and a 2-quarter average growth rate of 2%. The portfolio is managed by Amanda Hawley, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IUSBIshares Tr
Recent Activity
Increased 15.61%
1.18%
$108.432M
2.301M shares@ $47.13 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 0.1%
1.11%
$101.836M
1.928M shares@ $52.81 avg price
QUALIshares Tr
Recent Activity
Increased 0.23%
0.97%
$88.801M
495,262 shares@ $179.31 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 0.48%
0.78%
$71.38M
155,086 shares@ $460.26 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
Increased 1.92%
0.74%
$68.018M
1.143M shares@ $59.51 avg price
IEFIshares Tr
Recent Activity
Increased 15.93%
0.69%
$63.421M
646,364 shares@ $98.13 avg price
IJRIshares Tr
Recent Activity
Increased 5.33%
0.68%
$62.305M
532,708 shares@ $116.96 avg price
BNDVanguard Bd Index Fds
Recent Activity
Increased 4.1%
0.63%
$58.041M
772,747 shares@ $75.11 avg price
TLTIshares Tr
Recent Activity
Increased 3.63%
0.62%
$56.386M
574,781 shares@ $98.11 avg price
BSVVanguard Bd Index Fds
Recent Activity
Increased 1.34%
0.6%
$54.771M
696,036 shares@ $78.7 avg price