CWA
Convergent Wealth Advisors Portfolio holdings
AUM
$442M
This Quarter Return
-6.93%
1 Year Return
-7.38%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$549M
AUM Growth
–
Cap. Flow
+$549M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
94.78%
Holding
24
New
24
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$234M |
| 2 |
SPDR Gold Trust
GLD
|
$153M |
| 3 |
iShares MSCI EAFE Growth ETF
EFG
|
$43.1M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$37.2M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$15.8M |
Top Sells
No sells this quarter
