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
$130M
AUM Growth
-$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$658K
2
+$522K
3
+$489K
4
LMT icon
Lockheed Martin
LMT
+$363K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$362K

Top Sells

1
+$5.22M
2
+$1.7M
3
+$693K
4
BMY icon
Bristol-Myers Squibb
BMY
+$670K
5
AMD icon
Advanced Micro Devices
AMD
+$647K

Sector Composition

1 Technology 6.56%
2 Financials 4.25%
3 Consumer Discretionary 2.83%
4 Communication Services 2.53%
5 Healthcare 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$629K 0.48%
2,389
-188
52
$623K 0.48%
1,650
-212
53
$615K 0.47%
4,661
-54
54
$612K 0.47%
10,928
-1,178
55
$580K 0.44%
10,267
-99
56
$566K 0.43%
34,089
+45
57
$551K 0.42%
2,646
+312
58
$531K 0.41%
22,326
+10,200
59
$489K 0.38%
+2,551
60
$410K 0.31%
5,523
+185
61
$406K 0.31%
2,199
-939
62
$405K 0.31%
8,121
63
$401K 0.31%
746
+5
64
$396K 0.3%
3,852
-2,014
65
$363K 0.28%
+888
66
$347K 0.27%
1,771
67
$297K 0.23%
2,860
-351
68
$292K 0.22%
3,510
-10
69
$263K 0.2%
869
-57
70
$232K 0.18%
586
+1
71
$214K 0.16%
4,290
-50
72
$214K 0.16%
+1,131
73
$213K 0.16%
+1,426
74
$100K 0.08%
1,469
75
$45.8K 0.04%
12,181
-972
1 2
3
4