AWA
Aletheian Wealth Advisors Portfolio holdings
AUM
$203M
This Quarter Return
+5.97%
1 Year Return
+13.71%
3 Year Return
+50.69%
5 Year Return
–
10 Year Return
–
AUM
$113M
AUM Growth
+$113M
(-2.3%)
Cap. Flow
-$8.25M
Cap. Flow
% of AUM
-7.28%
Top 10 Holdings %
Top 10 Hldgs %
62.46%
Holding
87
New
5
Increased
33
Reduced
23
Closed
24
Top Buys
Top Sells
| 1 |
Schwab US TIPS ETF
SCHP
|
$2.46M |
| 2 |
iShares Russell Mid-Cap ETF
IWR
|
$1.2M |
| 3 |
iShares Short Maturity Bond ETF
NEAR
|
$1.16M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
$1.05M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$1.01M |
Sector Composition
| 1 | Technology | 4.54% |
| 2 | Consumer Discretionary | 1.79% |
| 3 | Communication Services | 1.12% |
| 4 | Healthcare | 0.75% |
| 5 | Financials | 0.72% |
