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
$478M
AUM Growth
+$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$695K
2
+$614K
3
+$602K
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$548K
5
BSCS icon
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
+$403K

Top Sells

1
+$1.13M
2
+$465K
3
+$411K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$183K
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$135K

Sector Composition

1 Industrials 0.06%
2 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$391K 0.08%
20,073
27
$298K 0.06%
1,212
28
$293K 0.06%
+10,572
29
$261K 0.05%
3,945
+618
30
$260K 0.05%
+2,817
31
$218K 0.05%
+4,542
32
$216K 0.05%
+3,295
33
$204K 0.04%
10,851
-1,311
34
– –
0
1
2