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
$728M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$13.7M
3
+$12.1M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$9.94M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$5.68M

Top Sells

1
+$10M
2
+$934K
3
+$763K
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$663K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$487K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.22M 0.17%
24,718
27
$1.03M 0.14%
9,161
28
$907K 0.12%
18,890
29
$718K 0.1%
12,740
30
$381K 0.05%
4,949
-9,911
31
$368K 0.05%
4,981
+38
32
$263K 0.04%
2,814
+58
33
– –
-12,397
1
2