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
$178M
AUM Growth
+$8.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$721K
3
+$691K
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$557K
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$477K

Top Sells

1
+$1.72M
2
+$234K
3
+$221K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$79.4K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$66K

Sector Composition

1 Technology 7.12%
2 Financials 2.82%
3 Communication Services 2.2%
4 Consumer Discretionary 1.84%
5 Healthcare 1.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.35M 0.76%
65,041
+1,201
27
$1.26M 0.71%
2,185
+112
28
$1.25M 0.7%
7,235
-41
29
$1.21M 0.68%
45,604
+6,542
30
$1.16M 0.65%
21,432
-219
31
$1.15M 0.65%
12,723
+730
32
$1.15M 0.64%
4,172
+129
33
$1.1M 0.62%
21,537
+1,047
34
$1.02M 0.58%
6,623
+723
35
$1.02M 0.57%
10,702
+245
36
$932K 0.52%
1,750
+86
37
$926K 0.52%
1,121
+138
38
$915K 0.51%
14,404
-60
39
$910K 0.51%
5,438
+695
40
$908K 0.51%
6,017
-437
41
$864K 0.49%
3,334
+864
42
$849K 0.48%
39,484
-538
43
$838K 0.47%
36,184
+1
44
$830K 0.47%
7,862
+871
45
$816K 0.46%
5,226
-12
46
$781K 0.44%
3,184
+315
47
$760K 0.43%
31,043
+1,023
48
$714K 0.4%
19,604
49
$643K 0.36%
1,836
+292
50
$582K 0.33%
6,966
+1,106
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