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
$190M
AUM Growth
+$5.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$790K
3
+$642K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$630K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$531K

Top Sells

1
+$2.39M
2
+$1.26M
3
+$631K
4
COIN icon
Coinbase
COIN
+$575K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$566K

Sector Composition

1 Technology 9.89%
2 Financials 4.17%
3 Communication Services 3.86%
4 Consumer Discretionary 3.02%
5 Healthcare 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$905K 0.48%
3,553
+122
52
$880K 0.46%
2,354
+5
53
$842K 0.44%
42,167
+1
54
$831K 0.44%
918
+109
55
$825K 0.43%
36,184
56
$821K 0.43%
5,249
+273
57
$803K 0.42%
33,477
-527
58
$724K 0.38%
4,466
-7,781
59
$700K 0.37%
4,360
+580
60
$697K 0.37%
33,252
-885
61
$612K 0.32%
2,529
-77
62
$596K 0.31%
51,588
-1,162
63
$516K 0.27%
4,935
+25
64
$511K 0.27%
6,494
+756
65
$481K 0.25%
8,121
66
$442K 0.23%
1,771
67
$373K 0.2%
6,972
68
$352K 0.19%
2,023
+539
69
$337K 0.18%
765
+127
70
$332K 0.17%
963
+77
71
$327K 0.17%
7,814
+725
72
$318K 0.17%
1,854
+245
73
$301K 0.16%
2,428
+332
74
$298K 0.16%
4,400
+627
75
$277K 0.15%
2,590
+259
1 2
3
4