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
76
$227K 0.12%
+3,773
77
$220K 0.12%
+635
78
$204K 0.11%
+4,016
79
$203K 0.11%
+1,592
80
$202K 0.11%
+333
81
$202K 0.11%
+1,484
82
$60K 0.03%
+12,407
83
$43.4K 0.02%
1,469
84
– –
-2,474
85
– –
-2,169
86
– –
-10,853
1 2 3
4