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
51
$511K 0.44%
6,080
+1,338
52
$507K 0.44%
33,942
+54
53
$457K 0.39%
+3,525
54
$450K 0.39%
+13,000
55
$440K 0.38%
+20,000
56
$418K 0.36%
+3,803
57
$413K 0.36%
+2,378
58
$400K 0.35%
+1,867
59
$390K 0.34%
14,587
+3,029
60
$388K 0.33%
+21,458
61
$370K 0.32%
4,169
+763
62
$361K 0.31%
+4,422
63
$344K 0.3%
+7,272
64
$340K 0.29%
7,169
65
$325K 0.28%
613
+106
66
$309K 0.27%
1,771
67
$280K 0.24%
+6,183
68
$268K 0.23%
2,176
+809
69
$261K 0.23%
13,972
-5,706
70
$256K 0.22%
+17,500
71
$251K 0.22%
+2,893
72
$250K 0.22%
+3,596
73
$241K 0.21%
+762
74
$238K 0.21%
3,232
+110
75
$233K 0.2%
+2,113
1 2
3
4