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 (+5%)
Cap. Flow
+$11.5M
Cap. Flow % of AUM
6.44%
Top 10 Holdings %Top 10 Hldgs %
57.37%
Holding
97
New
20
Increased
52
Reduced
18
Closed
2
Top Buys
1 | $1.61M | |
2 | $721K | |
3 | $691K | |
4 | $557K | |
5 | $477K |
Top Sells
1 | $1.72M | |
2 | $234K | |
3 | $221K | |
4 | $79.4K | |
5 | $66K |
Sector Composition
1 | Technology | 7.12% |
2 | Financials | 2.82% |
3 | Communication Services | 2.2% |
4 | Consumer Discretionary | 1.84% |
5 | Healthcare | 1.54% |