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
$169M
AUM Growth
-$2.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$763K
2
+$353K
3
+$292K
4
WFC icon
Wells Fargo
WFC
+$232K
5
CRM icon
Salesforce
CRM
+$221K

Top Sells

1
+$479K
2
+$253K
3
+$236K
4
KO icon
Coca-Cola
KO
+$231K
5
CVX icon
Chevron
CVX
+$220K

Sector Composition

1 Technology 7.61%
2 Financials 2.81%
3 Communication Services 2.19%
4 Consumer Discretionary 1.86%
5 Healthcare 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.67M 0.99%
128,771
+527
27
$1.35M 0.8%
63,840
+942
28
$1.21M 0.72%
2,073
+182
29
$1.17M 0.69%
4,043
-242
30
$1.13M 0.67%
21,651
-731
31
$1.12M 0.66%
5,900
+228
32
$1.1M 0.65%
4,743
+369
33
$1.07M 0.63%
11,993
+61
34
$1.06M 0.63%
6,454
+65
35
$1.03M 0.61%
20,490
+170
36
$998K 0.59%
10,457
+80
37
$998K 0.59%
5,238
+184
38
$997K 0.59%
2,470
+149
39
$989K 0.58%
39,062
+165
40
$879K 0.52%
14,464
-259
41
$843K 0.5%
40,022
-1,029
42
$821K 0.49%
36,183
+1
43
$759K 0.45%
983
+66
44
$754K 0.45%
1,664
+86
45
$737K 0.44%
6,991
+2,036
46
$692K 0.41%
30,020
+45
47
$688K 0.41%
2,869
+172
48
$671K 0.4%
29,545
+4
49
$669K 0.4%
19,604
50
$542K 0.32%
46,983
-889
1
2
3 4