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
76
$225K 0.19%
+5,490
77
$221K 0.19%
+1,457
78
$218K 0.19%
+597
79
$211K 0.18%
+4,365
80
$203K 0.18%
+1,688
81
$201K 0.17%
+1,498
82
$173K 0.15%
15,503
-8,341
83
– –
-6,439
1 2 3
4