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
$184M
AUM Growth
+$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$2.87M
2
+$2.21M
3
+$2.14M
4
AAPL icon
Apple
AAPL
+$1.91M
5
AMZN icon
Amazon
AMZN
+$1.53M

Top Sells

1
+$1.32M
2
+$645K
3
+$640K
4
HON icon
Honeywell
HON
+$455K
5
V icon
Visa
V
+$117K

Sector Composition

1 Technology 10.53%
2 Financials 5.03%
3 Communication Services 3.76%
4 Consumer Discretionary 3.08%
5 Healthcare 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$915K 0.5%
9,607
+971
52
$887K 0.48%
34,004
-102
53
$856K 0.46%
42,166
-212
54
$851K 0.46%
4,842
+90
55
$832K 0.45%
36,184
56
$785K 0.43%
4,976
+434
57
$708K 0.38%
4,650
+402
58
$695K 0.38%
34,137
59
$651K 0.35%
2,606
-40
60
$629K 0.34%
809
+89
61
$627K 0.34%
52,750
-60
62
$514K 0.28%
4,910
+660
63
$501K 0.27%
3,780
+390
64
$468K 0.25%
8,121
65
$458K 0.25%
5,738
-8
66
$425K 0.23%
1,771
67
$375K 0.2%
6,972
-1
68
$340K 0.18%
886
+124
69
$307K 0.17%
638
+104
70
$299K 0.16%
7,089
+158
71
$293K 0.16%
1,609
+246
72
$277K 0.15%
+2,096
73
$259K 0.14%
4,265
74
$254K 0.14%
1,112
-19
75
$250K 0.14%
2,331
+39
1 2
3
4