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
76
$267K 0.14%
395
+62
77
$250K 0.13%
4,265
78
$242K 0.13%
1,112
79
$225K 0.12%
743
+108
80
$210K 0.11%
+1,468
81
$206K 0.11%
+873
82
$203K 0.11%
4,006
-10
83
$203K 0.11%
+3,190
84
$202K 0.11%
+786
85
$57.4K 0.03%
12,407
86
$32.8K 0.02%
1,469
87
– –
-1,592
1 2 3
4