CWA
Convergent Wealth Advisors Portfolio holdings
AUM
$442M
This Quarter Return
+4.04%
1 Year Return
-7.38%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$608M
AUM Growth
+$608M
(+19%)
Cap. Flow
+$77.2M
Cap. Flow
% of AUM
12.69%
Top 10 Holdings %
Top 10 Hldgs %
94.38%
Holding
40
New
6
Increased
11
Reduced
8
Closed
5
Top Buys
| 1 |
iShares Gold Trust
IAU
|
$32.4M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$22.9M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$14.8M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$8.9M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$4.56M |
Top Sells
| 1 |
SPDR Gold Trust
GLD
|
$12.2M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$4.76M |
| 3 |
Vanguard FTSE Europe ETF
VGK
|
$2.33M |
| 4 |
VanEck Junior Gold Miners ETF
GDXJ
|
$1.26M |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
$498K |
