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
$440M
AUM Growth
-$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$37.4M
2
+$12.7M
3
+$1.71M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.33M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$961K

Top Sells

1
+$35M
2
+$9.08M
3
+$2.51M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.75M
5
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$1.48M

Sector Composition

1 Industrials 0.06%
2 Healthcare 0%
3 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$247K 0.06%
1,212
27
$209K 0.05%
+3,327
28
$205K 0.05%
12,162
+45
29
– –
0
30
– –
-7,612
31
– –
-18,890
32
– –
-3,403
33
– –
-1,197
34
– –
-4,542
35
– –
-8,957
1
2