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
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$12.3M
3
+$11.1M
4
BND icon
Vanguard Total Bond Market
BND
+$10.7M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$5.05M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.89%
2 Consumer Discretionary 1.18%
3 Communication Services 1.12%
4 Healthcare 0.41%
5 Financials 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$925K 0.91%
+41,839
27
$842K 0.83%
+7,756
28
$747K 0.73%
+13,707
29
$729K 0.71%
+4,391
30
$705K 0.69%
+37,452
31
$701K 0.69%
+12,380
32
$674K 0.66%
+9,029
33
$659K 0.65%
+2,586
34
$604K 0.59%
+3,620
35
$553K 0.54%
+5,153
36
$385K 0.38%
+2,660
37
$382K 0.37%
+2,640
38
$374K 0.37%
+1,111
39
$356K 0.35%
+1,011
40
$353K 0.35%
+13,400
41
$308K 0.3%
+1,363
42
$286K 0.28%
+9,740
43
$278K 0.27%
+4,577
44
$259K 0.25%
+865
45
$242K 0.24%
+583
46
$214K 0.21%
+426
47
$207K 0.2%
+1,211
48
$202K 0.2%
+1,767
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