AWA

Aletheian Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 13.71%
This Quarter Est. Return
1 Year Est. Return
+13.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$184M
AUM Growth
+$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$2.87M
2
+$2.21M
3
+$2.14M
4
AAPL icon
Apple
AAPL
+$1.91M
5
AMZN icon
Amazon
AMZN
+$1.53M

Top Sells

1
+$1.32M
2
+$645K
3
+$640K
4
HON icon
Honeywell
HON
+$455K
5
V icon
Visa
V
+$117K

Sector Composition

1 Technology 10.53%
2 Financials 5.03%
3 Communication Services 3.76%
4 Consumer Discretionary 3.08%
5 Healthcare 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.95M 1.06%
26,751
+2,754
27
$1.79M 0.97%
42,487
+6,485
28
$1.63M 0.88%
62,358
+4,710
29
$1.55M 0.84%
50,186
+3,735
30
$1.51M 0.82%
3,599
-227
31
$1.42M 0.77%
1,935
+516
32
$1.39M 0.75%
6,926
+1,225
33
$1.3M 0.7%
+10,323
34
$1.27M 0.69%
60,124
+4,741
35
$1.22M 0.66%
2,463
+469
36
$1.21M 0.66%
4,654
-430
37
$1.21M 0.66%
23,428
-341
38
$1.2M 0.65%
7,420
+2,245
39
$1.17M 0.64%
18,500
-24
40
$1.14M 0.62%
7,208
+615
41
$1.11M 0.6%
29,398
+6,732
42
$1.06M 0.57%
29,446
-245
43
$1M 0.54%
8,637
+983
44
$984K 0.53%
10,972
+940
45
$967K 0.52%
3,431
+1,051
46
$966K 0.52%
3,460
-420
47
$965K 0.52%
2,349
+721
48
$964K 0.52%
19,095
+2,950
49
$940K 0.51%
2,066
+1,187
50
$939K 0.51%
5,910
+380
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