AWA
Aletheian Wealth Advisors Portfolio holdings
AUM
$203M
This Quarter Return
+3.07%
1 Year Return
+13.71%
3 Year Return
+50.69%
5 Year Return
–
10 Year Return
–
AUM
$102M
AUM Growth
–
Cap. Flow
+$102M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
69.11%
Holding
48
New
48
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$12.4M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$12.3M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$11.1M |
| 4 |
Vanguard Total Bond Market
BND
|
$10.7M |
| 5 |
iShares National Muni Bond ETF
MUB
|
$5.05M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 2.89% |
| 2 | Consumer Discretionary | 1.18% |
| 3 | Communication Services | 1.12% |
| 4 | Healthcare | 0.41% |
| 5 | Financials | 0.25% |
