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
$113M
AUM Growth
-$2.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$1.72M
3
+$1.01M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$850K
5
PSP icon
Invesco Global Listed Private Equity ETF
PSP
+$800K

Top Sells

1
+$2.46M
2
+$1.2M
3
+$1.16M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.05M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.01M

Sector Composition

1 Technology 4.54%
2 Consumer Discretionary 1.79%
3 Communication Services 1.12%
4 Healthcare 0.75%
5 Financials 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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87
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