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
$178M
AUM Growth
+$8.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$721K
3
+$691K
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$557K
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$477K

Top Sells

1
+$1.72M
2
+$234K
3
+$221K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$79.4K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$66K

Sector Composition

1 Technology 7.12%
2 Financials 2.82%
3 Communication Services 2.2%
4 Consumer Discretionary 1.84%
5 Healthcare 1.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$557K 0.31%
+10,107
52
$557K 0.31%
25,857
-3,688
53
$541K 0.3%
4,549
+970
54
$533K 0.3%
564
+48
55
$523K 0.29%
999
+86
56
$521K 0.29%
46,406
-577
57
$519K 0.29%
946
+117
58
$493K 0.28%
2,891
+394
59
$460K 0.26%
5,244
+568
60
$455K 0.26%
1,771
61
$438K 0.25%
2,092
+233
62
$416K 0.23%
2,511
+972
63
$410K 0.23%
1,119
+155
64
$400K 0.22%
4,290
+100
65
$396K 0.22%
9,623
+1,993
66
$361K 0.2%
1,395
67
$361K 0.2%
+5,037
68
$332K 0.19%
2,985
+644
69
$332K 0.19%
1,997
-260
70
$292K 0.16%
+627
71
$287K 0.16%
+2,056
72
$283K 0.16%
5,573
+766
73
$282K 0.16%
+902
74
$274K 0.15%
+1,724
75
$261K 0.15%
1,864
+96
1 2
3
4