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
51
$729K 0.5%
+12,106
52
$725K 0.5%
+6,089
53
$718K 0.49%
+25,026
54
$693K 0.47%
7,529
+50
55
$693K 0.47%
+7,070
56
$670K 0.46%
+10,477
57
$651K 0.45%
+3,138
58
$647K 0.44%
+5,677
59
$642K 0.44%
+8,652
60
$611K 0.42%
10,366
+1,658
61
$610K 0.42%
5,866
+8
62
$587K 0.4%
34,044
+39
63
$570K 0.39%
4,715
+233
64
$514K 0.35%
2,334
-252
65
$422K 0.29%
8,121
66
$408K 0.28%
5,338
+237
67
$359K 0.25%
1,771
68
$348K 0.24%
741
+44
69
$346K 0.24%
3,211
+177
70
$305K 0.21%
3,520
+370
71
$300K 0.21%
+12,126
72
$288K 0.2%
926
+59
73
$252K 0.17%
4,970
-61
74
$230K 0.16%
+585
75
$227K 0.16%
4,340
1 2
3
4