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
$171M
AUM Growth
-$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.01M
3
+$693K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$424K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$333K

Top Sells

1
+$3.08M
2
+$3.08M
3
+$2.37M
4
MSFT icon
Microsoft
MSFT
+$2.15M
5
AMZN icon
Amazon
AMZN
+$1.92M

Sector Composition

1 Technology 6.7%
2 Financials 2.17%
3 Communication Services 1.84%
4 Healthcare 1.46%
5 Consumer Discretionary 1.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.32M 0.77%
62,898
+2,153
27
$1.28M 0.75%
22,382
-1,010
28
$1.28M 0.75%
7,208
-4,984
29
$1.21M 0.71%
4,285
-294
30
$1.12M 0.65%
11,932
+654
31
$1.08M 0.63%
1,891
-4,144
32
$1.07M 0.62%
6,389
+258
33
$1.04M 0.61%
20,320
+619
34
$1.01M 0.59%
10,377
+604
35
$1.01M 0.59%
+38,897
36
$997K 0.58%
14,723
-3,778
37
$951K 0.56%
41,051
-1,116
38
$941K 0.55%
5,672
-11,080
39
$860K 0.5%
36,182
-2
40
$845K 0.49%
5,054
-231
41
$826K 0.48%
29,975
-3,502
42
$812K 0.47%
917
-1
43
$755K 0.44%
4,374
+14
44
$736K 0.43%
19,604
-9,720
45
$726K 0.42%
1,578
-1,963
46
$655K 0.38%
29,541
-3,711
47
$607K 0.35%
2,321
-2,886
48
$591K 0.35%
47,872
-3,716
49
$569K 0.33%
2,697
-3,987
50
$542K 0.32%
926
-1,637
1
2
3 4