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
$277M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$1.1M
3
+$937K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$787K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$690K

Top Sells

1
+$289K
2
+$86K
3
+$26.3K
4
AMZN icon
Amazon
AMZN
+$13.6K
5
AAPL icon
Apple
AAPL
+$7.23K

Sector Composition

1 Healthcare 3.69%
2 Energy 1.1%
3 Financials 0.66%
4 Technology 0.66%
5 Consumer Discretionary 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$386K 0.14%
2,888
-7
27
$326K 0.12%
2,301
-16
28
$311K 0.11%
17,953
29
$277K 0.1%
1,142
30
$223K 0.08%
4,000
-100
31
$207K 0.07%
888
32
$206K 0.07%
9,000
33
$198K 0.07%
1,900
-31
34
$198K 0.07%
2,324
35
$197K 0.07%
2,320
-160
36
$195K 0.07%
8,034
37
$188K 0.07%
16,940
38
$183K 0.07%
980
39
$168K 0.06%
672
40
$164K 0.06%
2,517
-404
41
$142K 0.05%
3,764
-134
42
$131K 0.05%
1,679
43
$125K 0.05%
9,838
44
$124K 0.04%
4,487
+28
45
$112K 0.04%
4,650
46
$98K 0.04%
1,435
47
$94K 0.03%
1,860
48
$86K 0.03%
440
49
$77K 0.03%
1,327
-30
50
$74K 0.03%
750
-38
1
2
3 4 5