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
$314M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$10.1M
3
+$9.87M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$3.89M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$3.2M

Top Sells

1
+$7.84M
2
+$6.31M
3
+$4.49M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.75M
5
HDV icon
iShares Core High Dividend ETF
HDV
+$2.22M

Sector Composition

1 Healthcare 3.54%
2 Energy 0.76%
3 Financials 0.41%
4 Technology 0.32%
5 Consumer Discretionary 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$553K 0.18%
+5,840
27
$404K 0.13%
8,792
+533
28
$389K 0.12%
2,301
29
$387K 0.12%
2,934
+46
30
$378K 0.12%
2,026
31
$304K 0.1%
1,142
32
$282K 0.09%
2,380
33
$257K 0.08%
2,324
34
$218K 0.07%
888
35
$216K 0.07%
4,000
36
$216K 0.07%
+1,935
37
$175K 0.06%
25,119
38
$173K 0.06%
16,940
1
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