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
$151M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$6.11M
2
+$1.41M
3
+$1.24M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$782K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$628K

Top Sells

1
+$1.56M
2
+$961K
3
+$645K
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$429K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$366K

Sector Composition

1 Technology 5.62%
2 Financials 5.14%
3 Consumer Discretionary 2.55%
4 Communication Services 2.29%
5 Healthcare 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$706K 0.47%
2,380
-9
52
$678K 0.45%
4,542
-162
53
$651K 0.43%
1,628
-22
54
$645K 0.43%
2,474
-77
55
$640K 0.42%
10,853
-75
56
$633K 0.42%
34,137
+48
57
$616K 0.41%
2,646
58
$606K 0.4%
52,810
-29,032
59
$599K 0.4%
4,248
-413
60
$455K 0.3%
2,169
-30
61
$452K 0.3%
5,746
+223
62
$450K 0.3%
8,121
63
$448K 0.3%
4,250
+398
64
$420K 0.28%
720
-26
65
$398K 0.26%
879
-9
66
$386K 0.26%
1,771
67
$379K 0.25%
+6,973
68
$378K 0.25%
3,390
-120
69
$291K 0.19%
+6,931
70
$264K 0.17%
762
-107
71
$246K 0.16%
2,292
-568
72
$241K 0.16%
1,131
73
$236K 0.16%
4,265
-25
74
$228K 0.15%
534
-52
75
$211K 0.14%
1,363
-63
1 2
3
4