AWA
Aletheian Wealth Advisors Portfolio holdings
AUM
$203M
This Quarter Return
+6.41%
1 Year Return
+13.71%
3 Year Return
+50.69%
5 Year Return
–
10 Year Return
–
AUM
$116M
AUM Growth
+$116M
(+32%)
Cap. Flow
+$23.9M
Cap. Flow
% of AUM
20.59%
Top 10 Holdings %
Top 10 Hldgs %
52.2%
Holding
83
New
32
Increased
33
Reduced
14
Closed
1
Top Buys
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$1.38M |
| 2 |
iShares Russell Mid-Cap ETF
IWR
|
$1.2M |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
$1.05M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$1.01M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$987K |
Top Sells
Sector Composition
| 1 | Technology | 3.98% |
| 2 | Consumer Discretionary | 1.8% |
| 3 | Industrials | 1.7% |
| 4 | Financials | 1.5% |
| 5 | Communication Services | 1.3% |
