CWA
Convergent Wealth Advisors Portfolio holdings
AUM
$442M
This Quarter Return
+1.97%
1 Year Return
-7.38%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$628M
AUM Growth
+$628M
(+3.2%)
Cap. Flow
+$7.87M
Cap. Flow
% of AUM
1.25%
Top 10 Holdings %
Top 10 Hldgs %
93.97%
Holding
37
New
2
Increased
11
Reduced
7
Closed
11
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$17M |
| 2 |
SPDR Gold Trust
GLD
|
$2.26M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$2.24M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.91M |
| 5 |
iShares Gold Trust
IAU
|
$1.32M |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$9.35M |
| 2 |
VanEck Gold Miners ETF
GDX
|
$1.69M |
| 3 |
Invesco MSCI Sustainable Future ETF
ERTH
|
$1.53M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$1.21M |
| 5 |
iShares MSCI EAFE Growth ETF
EFG
|
$1.11M |
