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
$146M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$1.41M
3
+$1.39M
4
AAPL icon
Apple
AAPL
+$1.24M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.12M

Top Sells

1
+$535K
2
+$287K
3
+$55.5K
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$49.7K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$42.1K

Sector Composition

1 Technology 7.21%
2 Financials 4.18%
3 Consumer Discretionary 3.09%
4 Healthcare 2.62%
5 Communication Services 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.2M 10.38%
154,943
+14,838
2
$13.2M 9.04%
181,487
+19,130
3
$11.5M 7.85%
248,215
+9,240
4
$7.51M 5.14%
16,846
-1,201
5
$7.24M 4.96%
148,053
+2,209
6
$5.22M 3.58%
99,285
+9,342
7
$4.93M 3.38%
121,228
+6,516
8
$4.38M 3%
64,857
+3,436
9
$4.21M 2.88%
39,445
+271
10
$3.51M 2.4%
18,081
+6,373
11
$3.5M 2.4%
10,280
+1,553
12
$3.4M 2.33%
40,691
+2,051
13
$3.02M 2.07%
27,338
-450
14
$2M 1.37%
146,816
+2,295
15
$1.88M 1.29%
46,856
-276
16
$1.84M 1.26%
43,380
+25,720
17
$1.82M 1.24%
13,936
+7,735
18
$1.76M 1.2%
23,251
+4,145
19
$1.72M 1.18%
24,588
+96
20
$1.64M 1.12%
33,293
+1,857
21
$1.62M 1.11%
16,490
+6,140
22
$1.61M 1.11%
13,491
+8,806
23
$1.51M 1.03%
4,425
+3,289
24
$1.48M 1.02%
5,671
+3,814
25
$1.47M 1.01%
47,559
-9,265
1
2 3 4