CWA
Convergent Wealth Advisors Portfolio holdings
AUM
$442M
This Quarter Return
-0.73%
1 Year Return
-7.38%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$433M
AUM Growth
+$433M
(-35%)
Cap. Flow
-$229M
Cap. Flow
% of AUM
-52.96%
Top 10 Holdings %
Top 10 Hldgs %
87.35%
Holding
48
New
1
Increased
8
Reduced
17
Closed
13
Top Buys
| 1 |
iShares Russell 1000 Value ETF
IWD
|
$3.34M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$2.63M |
| 3 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
$969K |
| 4 |
Schwab International Equity ETF
SCHF
|
$746K |
| 5 |
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
|
$218K |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$50.8M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$46.9M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$34.4M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$33.4M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$12.5M |
