CWA
Convergent Wealth Advisors Portfolio holdings
AUM
$442M
This Quarter Return
-8.57%
1 Year Return
-7.38%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$442M
AUM Growth
+$442M
(+2.2%)
Cap. Flow
+$44M
Cap. Flow
% of AUM
9.95%
Top 10 Holdings %
Top 10 Hldgs %
84.1%
Holding
44
New
9
Increased
8
Reduced
13
Closed
9
Top Buys
| 1 |
iShares MSCI EAFE ETF
EFA
|
$23.7M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$21.9M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$8.77M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
$7.93M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$7.08M |
Top Sells
| 1 |
iShares MSCI EAFE Growth ETF
EFG
|
$26.2M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$5.17M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$5.16M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$3.85M |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
$3.65M |
