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
$290M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.56M
3
+$9.37M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$3.77M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$3.05M

Top Sells

1
+$6.74M
2
+$5.78M
3
+$4.74M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.14M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$2.37M

Sector Composition

1 Healthcare 3.95%
2 Energy 1.07%
3 Financials 0.62%
4 Technology 0.45%
5 Consumer Discretionary 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$411K 0.14%
2,888
27
$377K 0.13%
2,301
28
$302K 0.1%
1,142
29
$268K 0.09%
23,494
+23,173
30
$267K 0.09%
2,324
31
$259K 0.09%
18,478
+525
32
$231K 0.08%
4,000
33
$220K 0.08%
888
34
$219K 0.08%
1,906
+6
35
$210K 0.07%
2,220
-100
36
$206K 0.07%
8,034
37
$178K 0.06%
672
38
$160K 0.06%
728
-252
39
$160K 0.06%
2,528
+11
40
$154K 0.05%
16,940
41
$131K 0.05%
4,487
42
$129K 0.04%
1,679
43
$115K 0.04%
9,838
44
$107K 0.04%
4,650
45
$107K 0.04%
2,967
-797
46
$103K 0.04%
1,435
47
$102K 0.04%
1,860
48
$101K 0.03%
+2,623
49
$90K 0.03%
+1,436
50
$90K 0.03%
1,327
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