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
76
$223K 0.15%
+1,930
77
$207K 0.14%
+1,120
78
$152K 0.1%
1,469
79
$48.8K 0.03%
+13,153
1 2 3
4