AWA
Aletheian Wealth Advisors Portfolio holdings
AUM
$203M
This Quarter Return
+8.07%
1 Year Return
+13.71%
3 Year Return
+50.69%
5 Year Return
–
10 Year Return
–
AUM
$184M
AUM Growth
+$184M
(+22%)
Cap. Flow
+$24.3M
Cap. Flow
% of AUM
13.2%
Top 10 Holdings %
Top 10 Hldgs %
52.32%
Holding
86
New
10
Increased
49
Reduced
19
Closed
3
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$2.87M |
| 2 |
Advanced Micro Devices
AMD
|
$2.21M |
| 3 |
Microsoft
MSFT
|
$2.14M |
| 4 |
Apple
AAPL
|
$1.91M |
| 5 |
Amazon
AMZN
|
$1.53M |
Top Sells
| 1 |
Coinbase
COIN
|
$1.32M |
| 2 |
Boeing
BA
|
$645K |
| 3 |
Coca-Cola
KO
|
$640K |
| 4 |
Honeywell
HON
|
$455K |
| 5 |
Visa
V
|
$117K |
Sector Composition
| 1 | Technology | 10.53% |
| 2 | Financials | 5.03% |
| 3 | Communication Services | 3.76% |
| 4 | Consumer Discretionary | 3.08% |
| 5 | Healthcare | 1.93% |
