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
$88.1M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Sector Composition

1 Technology 2.64%
2 Consumer Discretionary 1.02%
3 Communication Services 0.74%
4 Healthcare 0.53%
5 Financials 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$214K 0.24%
1,310
-252
52
-825
53
-1,630
54
-18,340
55
-1,510
56
-16,964