CWA
Convergent Wealth Advisors Portfolio holdings
AUM
$442M
This Quarter Return
+6.25%
1 Year Return
-7.38%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$512M
AUM Growth
+$512M
(-6.7%)
Cap. Flow
-$71.6M
Cap. Flow
% of AUM
-14%
Top 10 Holdings %
Top 10 Hldgs %
95.1%
Holding
38
New
14
Increased
8
Reduced
6
Closed
4
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$3.98M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$3.15M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
$2.32M |
| 4 |
VanEck Junior Gold Miners ETF
GDXJ
|
$1.26M |
| 5 |
Vanguard Global ex-US Real Estate ETF
VNQI
|
$1.09M |
Top Sells
| 1 |
SPDR Gold Trust
GLD
|
$49.5M |
| 2 |
iShares MSCI EAFE Growth ETF
EFG
|
$16.4M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$9.51M |
| 4 |
iShares Russell 3000 ETF
IWV
|
$4.93M |
| 5 |
Vanguard Real Estate ETF
VNQ
|
$2.23M |
