AWA

Aletheian Wealth Advisors Portfolio holdings

AUM $205M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$203M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$1.5M
3
+$791K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$782K
5
BND icon
Vanguard Total Bond Market
BND
+$673K

Top Sells

1
+$557K
2
+$235K
3
+$231K
4
TMUS icon
T-Mobile US
TMUS
+$213K
5
MSFT icon
Microsoft
MSFT
+$188K

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
– –
-10,107
102
– –
-2,614
103
– –
-8,250
104
– –
-799
1 2 3 4
5