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
76
$220K 0.13%
1,496
-3,753
77
$213K 0.12%
+344
78
$202K 0.12%
3,963
-43
79
$201K 0.12%
+422
80
$71.1K 0.04%
13,942
+1,535
81
$34.2K 0.02%
+10,974
82
$19.8K 0.01%
1,469
83
– –
-873
84
– –
-786
85
– –
-2,354
86
– –
-8,121
87
– –
-4,265
88
– –
-2,070
89
– –
-3,553
90
– –
-1,468
1 2 3
4