CWA
Convergent Wealth Advisors Portfolio holdings
AUM
$442M
This Quarter Return
+0.03%
1 Year Return
-7.38%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$807M
AUM Growth
+$807M
(+11%)
Cap. Flow
+$70M
Cap. Flow
% of AUM
8.67%
Top 10 Holdings %
Top 10 Hldgs %
86.43%
Holding
37
New
5
Increased
7
Reduced
14
Closed
8
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$55.5M |
| 2 |
iShares North American Natural Resources ETF
IGE
|
$50.8M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$34.9M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$31.8M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$8.55M |
Top Sells
| 1 |
SPDR Gold Trust
GLD
|
$45.1M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$36.5M |
| 3 |
iShares Gold Trust
IAU
|
$18M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$4.53M |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$4.11M |
