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
$389M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$35.2M
2
+$2.54M
3
+$1.36M
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$1.2M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$719K

Top Sells

1
+$28.7M
2
+$3.44M
3
+$3.42M
4
MDT icon
Medtronic
MDT
+$2.56M
5
AMGN icon
Amgen
AMGN
+$2.49M

Sector Composition

1 Industrials 0.06%
2 Consumer Discretionary 0%
3 Energy 0%
4 Communication Services 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-2,026
27
– –
-2,490
28
– –
-2,380
29
– –
-12,121
30
– –
-12,009
31
– –
-117,871
32
– –
-9,120
33
– –
-9,800
34
– –
-2,380
1
2