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
51
$259K 0.25%
507
+81
52
$230K 0.22%
1,081
-282
53
$224K 0.21%
1,265
+54
54
$219K 0.21%
731
+148
55
– –
-1,767
1 2
3