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
$171M
AUM Growth
-$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Sells

1 +$3.08M
2 +$3.08M
3 +$2.37M
4
MSFT icon
Microsoft
MSFT
+$2.15M
5
AMZN icon
Amazon
AMZN
+$1.92M

Sector Composition

1 Technology 6.7%
2 Financials 2.17%
3 Communication Services 1.84%
4 Healthcare 1.46%
5 Consumer Discretionary 1.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$220K 0.13%
1,496
-3,753
77
$213K 0.12%
+344
78
$202K 0.12%
3,963
-43
79
$201K 0.12%
+422
80
$71.1K 0.04%
13,942
+1,535
81
$34.2K 0.02%
+10,974
82
$19.8K 0.01%
1,469
83
-873
84
-786
85
-2,354
86
-8,121
87
-4,265
88
-2,070
89
-3,553
90
-1,468