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
$88.1M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$395K
2
+$389K
3
+$252K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$226K
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$198K

Top Sells

1
+$1.3M
2
+$567K
3
+$406K
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$355K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$346K

Sector Composition

1 Technology 2.64%
2 Consumer Discretionary 1.02%
3 Communication Services 0.74%
4 Healthcare 0.53%
5 Financials 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$214K 0.24%
1,310
-252
52
– –
-825
53
– –
-1,630
54
– –
-18,340
55
– –
-1,510
56
– –
-16,964
1 2
3