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
$340M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$11.9M
3
+$11.5M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$4.3M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$3.84M

Top Sells

1
+$8.58M
2
+$7.16M
3
+$6.1M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.5M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.31M

Sector Composition

1 Healthcare 3.6%
2 Financials 0.43%
3 Technology 0.37%
4 Consumer Discretionary 0.3%
5 Energy 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$456K 0.13%
8,792
27
$431K 0.13%
2,026
28
$416K 0.12%
2,301
29
$376K 0.11%
2,934
30
$338K 0.1%
41,696
+16,577
31
$326K 0.1%
1,142
32
$305K 0.09%
2,324
33
$300K 0.09%
2,380
34
$270K 0.08%
1,935
35
$267K 0.08%
4,000
36
$236K 0.07%
888
37
$209K 0.06%
3,574
38
$158K 0.05%
16,940
39
– –
-11,552
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