AWA

Aletheian Wealth Advisors Portfolio holdings

AUM $205M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$215M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$852K
2
+$408K
3
+$232K
4
AMD icon
Advanced Micro Devices
AMD
+$214K
5
MRK icon
Merck
MRK
+$198K

Top Sells

1
+$246K
2
+$227K
3
+$226K
4
SAP icon
SAP
SAP
+$210K
5
ACN icon
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
$55.9K 0.03%
12,307
-733
102
– –
-699
103
– –
-975
104
– –
-1,015
105
– –
-692
1 2 3 4
5