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
76
$249K 0.14%
+1,488
77
$243K 0.14%
+3,939
78
$238K 0.13%
5,715
-133
79
$237K 0.13%
+1,788
80
$236K 0.13%
+715
81
$235K 0.13%
3,275
-32
82
$235K 0.13%
+2,614
83
$233K 0.13%
4,051
+1
84
$231K 0.13%
+8,250
85
$222K 0.12%
+3,715
86
$222K 0.12%
1,000
87
$214K 0.12%
+1,071
88
$213K 0.12%
+799
89
$210K 0.12%
+1,581
90
$205K 0.12%
+2,433
91
$205K 0.12%
+7,253
92
$204K 0.11%
+761
93
$102K 0.06%
+88,670
94
$80.6K 0.05%
12,034
-784
95
$50.8K 0.03%
13,296
96
– –
-665
97
– –
-660
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4