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
$399M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$7.84M
3
+$4.72M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$2.64M
5
XOM icon
Exxon Mobil
XOM
+$972K

Top Sells

1
+$9.16M
2
+$7.68M
3
+$5.65M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$2.5M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$146K

Sector Composition

1 Energy 0.24%
2 Healthcare 0.11%
3 Industrials 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$272K 0.07%
+4,413
27
$251K 0.06%
1,211
-88
28
$234K 0.06%
+1,341
29
$211K 0.05%
+2,121
30
– –
-27,909
1
2