DWA
Divergent Wealth Advisors Portfolio holdings
AUM
$547M
1-Year Est. Return
21.37%
This Fund
S&P 500
1 Year Est. Return
+21.37%
AUM
$547M
AUM Growth
+$30M
(+5.8%)
Holding
33
Top Buys
| 1 | +$6.69M | |
| 2 | +$1.27M | |
| 3 | +$1.11M | |
| 4 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
+$1.01M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$594K |
Top Sells
| 1 | +$1.82M | |
| 2 | +$250K | |
| 3 | +$133K | |
| 4 |
Union Pacific
UNP
|
+$30.3K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$26.5K |
Sector Composition
| 1 | Technology | 0.06% |
| 2 | Industrials | 0.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Apple
AAPL
$3.97T
| $351K | 0.06% |
1,508
+1
|
|
||
27
iShares MSCI Emerging Markets Asia ETF
EEMA
$1.28B
| $331K | 0.06% |
4,231
+50
|
|
||
28
Invesco Aerospace & Defense ETF
PPA
$8.38B
| $325K | 0.06% |
2,827
+3
|
|
||
|
29
Union Pacific
UNP
$149B
| $268K | 0.05% |
1,088
-125
|
|
||
30
Schwab US Large- Cap ETF
SCHX
$67.2B
| $248K | 0.05% |
10,953
+66
|
|
||
31
iShares MSCI South Korea ETF
EWY
$19.8B
| $215K | 0.04% |
3,361
+37
|
|
||
32
Vanguard FTSE Developed Markets ETF
VEA
$223B
| $208K | 0.04% |
+3,942
|
|