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
$454M
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$6.02M
2
+$1.3M
3
+$1.19M
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$390K
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$371K

Top Sells

1
+$4.48M
2
+$2.17M
3
+$1.31M
4
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$1.16M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$289K

Sector Composition

1 Energy 0.21%
2 Healthcare 0.12%
3 Industrials 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$230K 0.05%
3,403
27
$212K 0.05%
+12,117
28
$210K 0.05%
4,542
29
$206K 0.05%
+7,612
30
– –
-21,905
1
2