DWA

Divergent Wealth Advisors Portfolio holdings

AUM $547M
1-Year Est. Return 21.37%
This Quarter Est. Return
1 Year Est. Return
+21.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$267M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$6.99M
2
+$6.08M
3
+$5.2M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.85M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.15M

Top Sells

1
+$7.91M
2
+$4.81M
3
+$4.5M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$2.71M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$1.56M

Sector Composition

1 Healthcare 3.61%
2 Energy 1.03%
3 Financials 0.7%
4 Technology 0.69%
5 Consumer Discretionary 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$364K 0.14%
+2,276
27
$311K 0.12%
+2,317
28
$276K 0.1%
+1,142
29
$230K 0.09%
23,494
+161
30
$219K 0.08%
+17,953
31
$216K 0.08%
+8,034
32
$212K 0.08%
+4,100
33
$212K 0.08%
+1,931
34
$195K 0.07%
980
-486
35
$189K 0.07%
+2,921
36
$188K 0.07%
+16,940
37
$188K 0.07%
+888
38
$180K 0.07%
+2,324
39
$179K 0.07%
+2,480
40
$163K 0.06%
+672
41
$160K 0.06%
+9,000
42
$146K 0.05%
+3,898
43
$128K 0.05%
+9,838
44
$124K 0.05%
+1,679
45
$118K 0.04%
+4,650
46
$109K 0.04%
+4,459
47
$89K 0.03%
+1,860
48
$86K 0.03%
+2,236
49
$86K 0.03%
+1,435
50
$74K 0.03%
+788
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