Amanda Hawley

@Atria Wealth Solutions, Inc.

Latest period2024 - Q3

Reported2mo 11d ago

Managed Assets$9.228B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
AGGIshares Tr Recent Activity Increased 8.69%	0.57%	$52.294M 516,385 shares@ $101.27 avg price	Increased 8.69%
BNDXVanguard Charlotte Fds Recent Activity Increased 1.5%	0.56%	$51.656M 1.027M shares@ $50.29 avg price	Increased 1.5%
COWZPacer Fds Tr Recent Activity Increased 1.84%	0.55%	$50.107M 863,901 shares@ $58.01 avg price	Increased 1.84%
GLDSpdr Gold Tr Recent Activity Increased 9.05%	0.52%	$47.49M 195,384 shares@ $243.06 avg price	Increased 9.05%
VYMVanguard Whitehall Fds Recent Activity Increased 0.67%	0.52%	$47.237M 368,466 shares@ $128.21 avg price	Increased 0.67%
DYNFBlackrock Etf Trust Recent Activity Increased 7.09%	0.48%	$43.671M 882,785 shares@ $49.48 avg price	Increased 7.09%
IJHIshares Tr Recent Activity Increased 0.89%	0.46%	$41.586M 667,298 shares@ $62.33 avg price	Increased 0.89%
BUFRFirst Tr Exchng Traded Fd Vi Recent Activity Increased 8.69%	0.43%	$39.31M 1.315M shares@ $29.9 avg price	Increased 8.69%
IVEIshares Tr Recent Activity Increased 0.91%	0.42%	$38.314M 194,321 shares@ $197.18 avg price	Increased 0.91%
SCHDSchwab Strategic Tr Recent Activity Increased 0.68%	0.42%	$38.283M 452,896 shares@ $84.53 avg price	Increased 0.68%