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
76
– –
-7,070
77
– –
-5,677
78
– –
-10,477
79
– –
-4,970
80
– –
-1,930
81
– –
-8,652
82
– –
-1,120
83
– –
-99,285
1 2 3
4