AWA

Aletheian Wealth Advisors Portfolio holdings

AUM $215M
1-Year Est. Return 13.65%
This Quarter Est. Return
1 Year Est. Return
+13.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$1.2M
3
+$1.05M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.01M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$987K

Top Sells

1
+$552K
2
+$462K
3
+$230K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$193K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$168K

Sector Composition

1 Technology 3.98%
2 Consumer Discretionary 1.8%
3 Industrials 1.7%
4 Financials 1.5%
5 Communication Services 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.2M 1.03%
+17,755
27
$1.14M 0.98%
55,374
-6,809
28
$1.11M 0.96%
36,480
+8,373
29
$1.05M 0.91%
7,598
+3,818
30
$1.05M 0.9%
+30,577
31
$1.01M 0.87%
+5,765
32
$944K 0.81%
14,673
-383
33
$917K 0.79%
10,186
+1,210
34
$907K 0.78%
9,351
-111
35
$828K 0.71%
27,892
-3,458
36
$701K 0.61%
3,971
+2,661
37
$678K 0.59%
7,687
+4,303
38
$621K 0.54%
+30,000
39
$613K 0.53%
+7,006
40
$612K 0.53%
10,829
+4,318
41
$608K 0.53%
5,717
-4,337
42
$608K 0.52%
+1,418
43
$603K 0.52%
31,253
+1,337
44
$551K 0.48%
+3,052
45
$545K 0.47%
+10,000
46
$543K 0.47%
+2,850
47
$536K 0.46%
+4,584
48
$530K 0.46%
+2,013
49
$527K 0.45%
2,586
50
$522K 0.45%
5,007
-72
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