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
$105M
AUM Growth
+$3.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$2.97M
3
+$2.23M
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$2.16M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.14M

Top Sells

1
+$2.43M
2
+$2M
3
+$1.96M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.92M
5
VV icon
Vanguard Large-Cap ETF
VV
+$897K

Sector Composition

1 Technology 3.3%
2 Consumer Discretionary 1.5%
3 Communication Services 1.22%
4 Healthcare 0.46%
5 Financials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.19M 1.13%
32,673
+8,266
27
$1.09M 1.03%
31,709
-1,397
28
$1.06M 1.01%
13,818
+2,266
29
$932K 0.88%
+14,045
30
$818K 0.78%
5,020
+1,400
31
$786K 0.75%
14,152
-4,995
32
$701K 0.67%
4,344
-47
33
$615K 0.58%
2,586
34
$612K 0.58%
24,582
+11,182
35
$601K 0.57%
33,783
-3,669
36
$548K 0.52%
1,527
+516
37
$517K 0.49%
4,942
-211
38
$505K 0.48%
+9,791
39
$455K 0.43%
3,260
+600
40
$445K 0.42%
3,200
+560
41
$432K 0.41%
15,850
+6,110
42
$431K 0.41%
2,068
-4,306
43
$424K 0.4%
7,292
+2,715
44
$382K 0.36%
1,719
+608
45
$378K 0.36%
+16,721
46
$353K 0.34%
1,000
+135
47
$310K 0.29%
+9,080
48
$302K 0.29%
5,635
-6,745
49
$274K 0.26%
+3,294
50
$272K 0.26%
+6,786
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