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
$171M
AUM Growth
-$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.01M
3
+$693K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$424K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$333K

Top Sells

1
+$3.08M
2
+$3.08M
3
+$2.37M
4
MSFT icon
Microsoft
MSFT
+$2.15M
5
AMZN icon
Amazon
AMZN
+$1.92M

Sector Composition

1 Technology 6.7%
2 Financials 2.17%
3 Communication Services 1.84%
4 Healthcare 1.46%
5 Consumer Discretionary 1.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$526K 0.31%
4,955
+20
52
$512K 0.3%
6,119
-375
53
$494K 0.29%
4,216
-5,619
54
$466K 0.27%
1,771
55
$451K 0.26%
1,709
-820
56
$432K 0.25%
487
-1,516
57
$414K 0.24%
1,507
-2,197
58
$410K 0.24%
2,370
-5,323
59
$395K 0.23%
976
+13
60
$383K 0.22%
776
+11
61
$367K 0.21%
1,856
+2
62
$356K 0.21%
4,410
+10
63
$351K 0.21%
2,023
64
$329K 0.19%
2,032
-5,426
65
$319K 0.19%
7,630
-184
66
$281K 0.16%
396
+1
67
$279K 0.16%
1,637
-8,906
68
$253K 0.15%
1,543
-2,923
69
$251K 0.15%
2,277
-313
70
$249K 0.15%
4,050
-2,922
71
$242K 0.14%
686
-57
72
$242K 0.14%
1,021
-91
73
$236K 0.14%
2,080
-348
74
$231K 0.14%
3,220
+30
75
$225K 0.13%
5,672
-20,773
1 2
3
4