AWA
Aletheian Wealth Advisors Portfolio holdings
AUM
$215M
1-Year Est. Return
13.65%
1 Year Est. Return
+13.65%
AUM
$203M
AUM Growth
+$25.4M
(+14%)
Holding
104
Top Buys
| 1 | +$2.52M | |
| 2 | +$1.51M | |
| 3 | +$832K | |
| 4 |
iShares Core International Aggregate Bond Fund
IAGG
|
+$798K |
| 5 |
Vanguard Total Bond Market
BND
|
+$681K |
Top Sells
| 1 | +$557K | |
| 2 | +$235K | |
| 3 | +$231K | |
| 4 |
Microsoft
MSFT
|
+$215K |
| 5 |
T-Mobile US
TMUS
|
+$213K |
Sector Composition
| 1 | Technology | 8.03% |
| 2 | Financials | 3.48% |
| 3 | Communication Services | 2.13% |
| 4 | Consumer Discretionary | 1.96% |
| 5 | Consumer Staples | 1.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
iShares MSCI Emerging Markets ex China ETF
EMXC
$14.1B
| – | – |
-10,107
|
|
||
102
Merck
MRK
$231B
| – | – |
-2,614
|
|
||
103
Schwab US Dividend Equity ETF
SCHD
$71.2B
| – | – |
-8,250
|
|
||
|
104
T-Mobile US
TMUS
$242B
| – | – |
-799
|
|