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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
VEAVanguard Tax-managed Fds
Recent Activity
Increased 0.1%
1.11%
$101.836M
1.928M shares@ $52.81 avg price
VTVVanguard Index Fds
Recent Activity
Decreased -11.67%
1.05%
$96.789M
554,445 shares@ $174.58 avg price
QUALIshares Tr
Recent Activity
Increased 0.23%
0.97%
$88.801M
495,262 shares@ $179.31 avg price
VIGVanguard Specialized Funds
Recent Activity
Decreased -6.6%
0.83%
$75.894M
382,331 shares@ $198.51 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 0.48%
0.78%
$71.38M
155,086 shares@ $460.26 avg price
IVWIshares Tr
Recent Activity
Decreased -13.06%
0.77%
$70.31M
734,306 shares@ $95.75 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -4.22%
0.75%
$68.409M
119,505 shares@ $572.45 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