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
$169M
AUM Growth
-$2.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$763K
2
+$353K
3
+$292K
4
WFC icon
Wells Fargo
WFC
+$232K
5
CRM icon
Salesforce
CRM
+$221K

Top Sells

1
+$479K
2
+$253K
3
+$236K
4
KO icon
Coca-Cola
KO
+$231K
5
CVX icon
Chevron
CVX
+$220K

Sector Composition

1 Technology 7.61%
2 Financials 2.81%
3 Communication Services 2.19%
4 Consumer Discretionary 1.86%
5 Healthcare 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$498K 0.29%
5,860
-259
52
$488K 0.29%
1,544
+37
53
$478K 0.28%
1,771
54
$473K 0.28%
516
+29
55
$462K 0.27%
913
-13
56
$446K 0.26%
2,257
+234
57
$437K 0.26%
829
+53
58
$422K 0.25%
4,676
+266
59
$419K 0.25%
2,497
+127
60
$385K 0.23%
3,579
-637
61
$375K 0.22%
964
-12
62
$373K 0.22%
419
+23
63
$368K 0.22%
1,395
-314
64
$330K 0.2%
1,859
+3
65
$318K 0.19%
7,630
66
$295K 0.17%
1,768
+131
67
$257K 0.15%
5,848
+176
68
$249K 0.15%
2,341
+64
69
$244K 0.14%
4,807
+844
70
$240K 0.14%
1,000
-21
71
$234K 0.14%
665
-21
72
$232K 0.14%
+3,307
73
$232K 0.14%
4,050
74
$223K 0.13%
1,539
-493
75
$221K 0.13%
+660
1 2
3
4