DWA
Divergent Wealth Advisors Portfolio holdings
AUM
$547M
This Quarter Return
+9.02%
1 Year Return
+21.37%
3 Year Return
+14.67%
5 Year Return
+26.51%
10 Year Return
–
AUM
$301M
AUM Growth
+$301M
(+12%)
Cap. Flow
+$4.44M
Cap. Flow
% of AUM
1.48%
Top 10 Holdings %
Top 10 Hldgs %
82.03%
Holding
45
New
1
Increased
7
Reduced
14
Closed
9
Top Buys
| 1 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
$15.2M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$15.2M |
| 3 |
iShares Core Total USD Bond Market ETF
IUSB
|
$5.33M |
| 4 |
iShares Core International Aggregate Bond Fund
IAGG
|
$3.55M |
| 5 |
iShares TIPS Bond ETF
TIP
|
$1.84M |
Top Sells
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$7.18M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$5.26M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$4.73M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$3.95M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$2.21M |
Sector Composition
| 1 | Healthcare | 3.51% |
| 2 | Energy | 0.81% |
| 3 | Financials | 0.35% |
| 4 | Technology | 0.33% |
| 5 | Industrials | 0.13% |
