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
+$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$30.4M
2
+$27.3M
3
+$11M
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$8.17M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$5.03M

Top Sells

1
+$20.5M
2
+$18.6M
3
+$11.2M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$11.1M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.97M

Sector Composition

1 Healthcare 3.31%
2 Energy 0.41%
3 Technology 0.33%
4 Consumer Discretionary 0.26%
5 Financials 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$382K 0.11%
2,324
27
$371K 0.11%
1,309
+301
28
$370K 0.11%
117,871
29
$333K 0.1%
12,998
+647
30
$322K 0.09%
2,792
31
$294K 0.09%
1,142
32
$283K 0.08%
4,000
33
$282K 0.08%
2,380
34
$213K 0.06%
+6,279
35
$207K 0.06%
+888
36
$104K 0.03%
17,024
+24
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