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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
GOOGLAlphabet Inc
Recent Activity
Decreased -12.09%
0.67%
$61.169M
368,819 shares@ $165.86 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
VTIVanguard Index Fds
Recent Activity
Decreased -1.69%
0.6%
$54.562M
192,261 shares@ $283.8 avg price
AGGIshares Tr
Recent Activity
Increased 8.69%
0.57%
$52.294M
516,385 shares@ $101.27 avg price
BNDXVanguard Charlotte Fds
Recent Activity
Increased 1.5%
0.56%
$51.656M
1.027M shares@ $50.29 avg price
COWZPacer Fds Tr
Recent Activity
Increased 1.84%
0.55%
$50.107M
863,901 shares@ $58.01 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -6.81%
0.54%
$49.25M
294,573 shares@ $167.19 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -3.97%
0.54%
$49.134M
55,425 shares@ $886.51 avg price