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
$429M
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$1.73M
3
+$843K
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$714K
5
ONEQ icon
Fidelity Nasdaq Composite Index ETF
ONEQ
+$676K

Top Sells

1
+$4.31M
2
+$2.74M
3
+$1.57M
4
TNA icon
Direxion Daily Small Cap Bull 3x Shares
TNA
+$545K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$532K

Sector Composition

1 Energy 0.23%
2 Healthcare 0.1%
3 Industrials 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$244K 0.06%
1,212
+1
27
$227K 0.05%
3,403
-1,010
28
$205K 0.05%
+4,542
29
– –
-1,952
30
– –
-1,341
31
– –
-17,197
1
2