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
$190M
AUM Growth
+$5.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$790K
3
+$642K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$630K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$531K

Top Sells

1
+$2.39M
2
+$1.26M
3
+$631K
4
COIN icon
Coinbase
COIN
+$575K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$566K

Sector Composition

1 Technology 9.89%
2 Financials 4.17%
3 Communication Services 3.86%
4 Consumer Discretionary 3.02%
5 Healthcare 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.89M 1%
37,750
-2,985
27
$1.7M 0.9%
2,003
+68
28
$1.65M 0.87%
63,638
+1,280
29
$1.61M 0.85%
52,183
+1,997
30
$1.49M 0.78%
10,543
+220
31
$1.44M 0.76%
3,541
-58
32
$1.35M 0.71%
6,684
-242
33
$1.31M 0.69%
2,563
+100
34
$1.28M 0.67%
60,745
+621
35
$1.27M 0.67%
7,693
+273
36
$1.25M 0.66%
23,392
-36
37
$1.22M 0.65%
4,579
-75
38
$1.14M 0.6%
18,501
+1
39
$1.13M 0.6%
9,835
+1,198
40
$1.09M 0.57%
7,458
+250
41
$1.05M 0.55%
26,445
-2,953
42
$1.03M 0.54%
5,207
+365
43
$1.03M 0.54%
29,324
-122
44
$998K 0.53%
11,278
+306
45
$992K 0.52%
19,701
+606
46
$972K 0.51%
3,704
+244
47
$969K 0.51%
5,285
+635
48
$967K 0.51%
2,070
+4
49
$934K 0.49%
6,131
+221
50
$921K 0.49%
9,773
+166
1
2
3 4