AWA
Aletheian Wealth Advisors Portfolio holdings
AUM
$203M
This Quarter Return
+2.33%
1 Year Return
+13.71%
3 Year Return
+50.69%
5 Year Return
–
10 Year Return
–
AUM
$190M
AUM Growth
+$190M
(+3%)
Cap. Flow
+$7.61M
Cap. Flow
% of AUM
4.01%
Top 10 Holdings %
Top 10 Hldgs %
53.81%
Holding
87
New
4
Increased
51
Reduced
22
Closed
1
Top Buys
| 1 |
NVIDIA
NVDA
|
$5.11M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.33M |
| 3 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$790K |
| 4 |
Vanguard Total Bond Market
BND
|
$642K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$630K |
Top Sells
| 1 |
Apple
AAPL
|
$2.39M |
| 2 |
Advanced Micro Devices
AMD
|
$1.26M |
| 3 |
Coinbase
COIN
|
$575K |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$566K |
| 5 |
Amazon
AMZN
|
$284K |
Sector Composition
| 1 | Technology | 9.89% |
| 2 | Financials | 4.17% |
| 3 | Communication Services | 3.86% |
| 4 | Consumer Discretionary | 3.02% |
| 5 | Healthcare | 2.14% |
