CWA

Convergent Wealth Advisors Portfolio holdings

AUM $442M
1-Year Est. Return 7.38%
This Quarter Est. Return
1 Year Est. Return
-7.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$628M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$2.26M
3
+$2.24M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.91M
5
IAU icon
iShares Gold Trust
IAU
+$1.32M

Top Sells

1
+$9.35M
2
+$1.69M
3
+$1.52M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.21M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.11M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$316K 0.05%
3,136
27
– –
-48,000
28
– –
-80,000
29
– –
-5,607
30
– –
-16,100
31
– –
-25,800
32
– –
-23,000
33
– –
-9,541
34
– –
-8,535
35
– –
-18,592
36
– –
-1,006
37
– –
-18,890
1
2