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
$169M
AUM Growth
-$2.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$763K
2
+$353K
3
+$292K
4
WFC icon
Wells Fargo
WFC
+$232K
5
CRM icon
Salesforce
CRM
+$221K

Top Sells

1
+$479K
2
+$253K
3
+$236K
4
KO icon
Coca-Cola
KO
+$231K
5
CVX icon
Chevron
CVX
+$220K

Sector Composition

1 Technology 7.61%
2 Financials 2.81%
3 Communication Services 2.19%
4 Consumer Discretionary 1.86%
5 Healthcare 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$58.5K 0.03%
12,818
-1,124
77
$36.2K 0.02%
13,296
+2,322
78
– –
-2,080
79
– –
-344
80
– –
-1,543
81
– –
-1,496
82
– –
-3,220
83
– –
-1,469
84
– –
-422
1 2 3
4