AWA
Aletheian Wealth Advisors Portfolio holdings
AUM
$215M
1-Year Est. Return
13.65%
1 Year Est. Return
+13.65%
AUM
$215M
AUM Growth
+$11.9M
(+5.9%)
Holding
105
Top Buys
| 1 | +$854K | |
| 2 | +$416K | |
| 3 | +$234K | |
| 4 |
Lam Research
LRCX
|
+$223K |
| 5 |
Advanced Micro Devices
AMD
|
+$214K |
Top Sells
| 1 | +$256K | |
| 2 | +$231K | |
| 3 | +$226K | |
| 4 |
SAP
SAP
|
+$210K |
| 5 |
Accenture
ACN
|
+$209K |
Sector Composition
| 1 | Technology | 8.47% |
| 2 | Financials | 3.41% |
| 3 | Communication Services | 2.3% |
| 4 | Consumer Discretionary | 1.94% |
| 5 | Healthcare | 1.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Lloyds Banking Group
LYG
$76B
| $55.9K | 0.03% |
12,307
-733
|
|
||
|
102
Accenture
ACN
$162B
| – | – |
-699
|
|
||
103
Booking.com
BKNG
$166B
| – | – |
-39
|
|
||
104
ServiceNow
NOW
$171B
| – | – |
-203
|
|
||
|
105
SAP
SAP
$282B
| – | – |
-692
|
|