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
$184M
AUM Growth
+$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1 +$2.87M
2 +$2.21M
3 +$2.14M
4
AAPL icon
Apple
AAPL
+$1.91M
5
AMZN icon
Amazon
AMZN
+$1.53M

Top Sells

1 +$1.32M
2 +$645K
3 +$640K
4
HON icon
Honeywell
HON
+$455K
5
V icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$19.4M 10.5%
167,945
+9,709
2
$16.8M 9.11%
231,097
+39,508
3
$15.2M 8.22%
302,047
+23,646
4
$9.19M 4.98%
17,476
-57
5
$8.29M 4.5%
168,534
+18,097
6
$7.01M 3.8%
106,302
+8,075
7
$5.72M 3.1%
13,591
+5,097
8
$5.69M 3.08%
136,129
+13,684
9
$4.66M 2.53%
51,610
+13,150
10
$4.59M 2.49%
26,776
+11,116
11
$4.12M 2.24%
47,661
+5,718
12
$3.92M 2.13%
14,780
-4,981
13
$3.47M 1.88%
19,220
+8,501
14
$3.16M 1.71%
42,584
-204
15
$3.03M 1.64%
6,231
+2,727
16
$3M 1.63%
19,862
+8,253
17
$2.98M 1.62%
30,417
-15
18
$2.87M 1.56%
24,560
+464
19
$2.52M 1.37%
181,825
+17,769
20
$2.23M 1.21%
20,713
+1,227
21
$2.23M 1.21%
69,149
+8,639
22
$2.22M 1.21%
44,537
-440
23
$2.21M 1.2%
+12,247
24
$2.2M 1.19%
28,673
+4,321
25
$2.06M 1.12%
40,735
-660