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
$500M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$42.8M
2
+$11.9M
3
+$2.09M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$726K
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$541K

Top Sells

1
+$47.1M
2
+$12.1M
3
+$3.17M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.91M
5
ONEQ icon
Fidelity Nasdaq Composite Index ETF
ONEQ
+$1.22M

Sector Composition

1 Industrials 0.1%
2 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$298K 0.06%
1,212
27
$286K 0.06%
2,820
+3
28
$265K 0.05%
3,897
-48
29
$225K 0.05%
10,887
+36
30
$220K 0.04%
3,278
-17
31
$215K 0.04%
+3,351
32
– –
0
33
– –
-13,657
34
– –
-4,542
35
– –
-253,997
1
2