AWA

Aletheian Wealth Advisors Portfolio holdings

AUM $215M
1-Year Est. Return 13.65%
This Quarter Est. Return
1 Year Est. Return
+13.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$1.41M
3
+$1.39M
4
AAPL icon
Apple
AAPL
+$1.24M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.12M

Top Sells

1
+$535K
2
+$287K
3
+$55.5K
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$49.7K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$42.1K

Sector Composition

1 Technology 7.21%
2 Financials 4.18%
3 Consumer Discretionary 3.09%
4 Healthcare 2.62%
5 Communication Services 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.41M 0.96%
+19,659
27
$1.32M 0.91%
43,156
+356
28
$1.3M 0.89%
2,707
+2,006
29
$1.3M 0.89%
25,857
-591
30
$1.29M 0.88%
7,800
+5,974
31
$1.27M 0.87%
5,367
+4,351
32
$1.27M 0.87%
48,394
+926
33
$1.25M 0.86%
5,683
-191
34
$1.19M 0.82%
56,698
+2,306
35
$1.19M 0.82%
24,152
+1,523
36
$1.03M 0.71%
3,593
+2,123
37
$1.01M 0.69%
+43,892
38
$1.01M 0.69%
51,726
+712
39
$928K 0.64%
81,606
+32,833
40
$917K 0.63%
6,303
+4,510
41
$907K 0.62%
8,453
+5,690
42
$879K 0.6%
5,792
+4,095
43
$866K 0.59%
10,005
+1,057
44
$825K 0.57%
25,351
45
$798K 0.55%
+1,483
46
$792K 0.54%
5,032
+3,773
47
$769K 0.53%
2,577
+441
48
$754K 0.52%
1,862
+416
49
$733K 0.5%
14,736
+1,947
50
$732K 0.5%
5,200
+353
1
2
3 4