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
$323M
AUM Growth
+$8.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$8.83M
2
+$7.52M
3
+$6.58M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.13M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.48M

Top Sells

1
+$11M
2
+$9.99M
3
+$9.24M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$3.83M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$3.27M

Sector Composition

1 Healthcare 3.44%
2 Energy 0.7%
3 Financials 0.4%
4 Technology 0.34%
5 Consumer Discretionary 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$512K 0.16%
5,900
+60
27
$408K 0.13%
2,934
28
$391K 0.12%
8,792
29
$383K 0.12%
2,026
30
$373K 0.12%
2,301
31
$307K 0.1%
1,142
32
$277K 0.09%
2,380
33
$260K 0.08%
2,324
34
$244K 0.08%
4,000
35
$228K 0.07%
1,935
36
$219K 0.07%
888
37
$207K 0.06%
+3,574
38
$157K 0.05%
25,119
39
$155K 0.05%
16,940
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