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
$190M
AUM Growth
+$5.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$790K
3
+$642K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$630K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$531K

Top Sells

1
+$2.39M
2
+$1.26M
3
+$631K
4
COIN icon
Coinbase
COIN
+$575K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$566K

Sector Composition

1 Technology 9.89%
2 Financials 4.17%
3 Communication Services 3.86%
4 Consumer Discretionary 3.02%
5 Healthcare 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.7M 10.93%
174,597
+6,652
2
$17.3M 9.11%
240,012
+8,915
3
$16.3M 8.57%
328,989
+26,942
4
$9.56M 5.04%
17,476
5
$8.61M 4.53%
176,824
+8,290
6
$6.93M 3.65%
113,380
+7,078
7
$6.59M 3.47%
150,527
+14,398
8
$5.88M 3.1%
13,163
-428
9
$5.75M 3.03%
46,506
-5,104
10
$4.52M 2.38%
54,002
+6,341
11
$3.43M 1.81%
17,751
-1,469
12
$3.25M 1.71%
15,438
-11,338
13
$3.09M 1.63%
26,281
+1,721
14
$3.08M 1.63%
42,469
-115
15
$3.05M 1.61%
16,752
-3,110
16
$3.04M 1.6%
6,035
-196
17
$2.92M 1.54%
30,106
-311
18
$2.71M 1.43%
12,192
-2,588
19
$2.66M 1.4%
189,219
+7,394
20
$2.61M 1.37%
82,601
+13,452
21
$2.29M 1.21%
21,504
+791
22
$2.27M 1.2%
29,594
+921
23
$2.21M 1.17%
44,302
-235
24
$2.21M 1.16%
30,652
+3,901
25
$1.93M 1.02%
47,647
+5,160
1
2 3 4