AWA

Aletheian Wealth Advisors Portfolio holdings

AUM $203M
This Quarter Return
-0.69%
1 Year Return
+13.71%
3 Year Return
+50.69%
5 Year Return
10 Year Return
AUM
$178M
AUM Growth
+$8.76M
Cap. Flow
+$11.5M
Cap. Flow %
6.44%
Top 10 Hldgs %
57.37%
Holding
97
New
20
Increased
52
Reduced
18
Closed
2
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$249K0.14%
+1,488
New
+$249K
$243K0.14%
+3,939
New
+$243K
$238K0.13% 5,715
-133
-2%
-$5.55K
$237K0.13%
+1,788
New
+$237K
$236K0.13%
+715
New
+$236K
$235K0.13% 3,275
-32
-1%
-$2.3K
$235K0.13%
+2,614
New
+$235K
$233K0.13% 4,051
+1
+0%
+$58
$231K0.13%
+8,250
New
+$231K
$222K0.12%
+3,715
New
+$222K
$222K0.12% 1,000
$214K0.12%
+1,071
New
+$214K
$213K0.12%
+799
New
+$213K
$210K0.12%
+1,581
New
+$210K
$205K0.12%
+2,433
New
+$205K
$205K0.12%
+7,253
New
+$205K
$204K0.11%
+761
New
+$204K
$102K0.06%
+88,670
New
+$102K
$80.6K0.05% 12,034
-784
-6%
-$5.25K
$50.8K0.03% 13,296
-665
Closed
-$234K
-660
Closed
-$221K