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
$116M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$1.2M
3
+$1.05M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.01M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$987K

Top Sells

1
+$552K
2
+$462K
3
+$230K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$193K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$168K

Sector Composition

1 Technology 3.98%
2 Consumer Discretionary 1.8%
3 Industrials 1.7%
4 Financials 1.5%
5 Communication Services 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.4M 9.87%
159,108
+4,570
2
$10.3M 8.86%
121,065
+16,243
3
$9.29M 8.02%
221,381
+21,281
4
$7.01M 6.05%
18,239
-66
5
$4.48M 3.87%
94,417
-4,075
6
$4.11M 3.55%
66,750
+15,004
7
$3.65M 3.15%
93,665
+24,807
8
$3.6M 3.11%
139,114
+23,200
9
$3.5M 3.02%
74,122
+11,762
10
$3.14M 2.71%
29,767
-274
11
$2.85M 2.46%
27,715
+2,304
12
$2.63M 2.27%
31,890
+5,678
13
$2.43M 2.1%
51,167
+5,975
14
$2M 1.72%
8,330
+3,326
15
$1.82M 1.57%
36,788
-61
16
$1.78M 1.54%
36,174
+164
17
$1.58M 1.37%
8,288
-2,889
18
$1.58M 1.36%
12,148
+3,765
19
$1.55M 1.34%
104,776
+3,447
20
$1.44M 1.25%
17,059
+2,000
21
$1.41M 1.22%
46,368
+225
22
$1.39M 1.2%
18,444
+448
23
$1.32M 1.14%
28,329
-3,587
24
$1.26M 1.08%
4,063
+3,195
25
$1.23M 1.06%
29,785
+3,107
1
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