DWA
Divergent Wealth Advisors Portfolio holdings
AUM
$547M
1-Year Est. Return
21.37%
1 Year Est. Return
+21.37%
AUM
$517M
AUM Growth
+$17M
(+3.4%)
Holding
33
Top Buys
| 1 | +$6.68M | |
| 2 | +$2.63M | |
| 3 | +$696K | |
| 4 |
Apple
AAPL
|
+$317K |
| 5 |
iShares Core MSCI International Developed Markets ETF
IDEV
|
+$196K |
Top Sells
| 1 | +$1.96M | |
| 2 | +$398K | |
| 3 | +$237K | |
| 4 |
HEES
H&E Equipment Services
HEES
|
+$215K |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$198K |
Sector Composition
| 1 | Technology | 0.06% |
| 2 | Industrials | 0.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
Apple
AAPL
$3.74T
| $317K | 0.06% |
+1,507
|
|
||
27
iShares MSCI Emerging Markets Asia ETF
EEMA
$1.55B
| $303K | 0.06% |
4,181
+284
|
|
||
28
Invesco Aerospace & Defense ETF
PPA
$6.49B
| $290K | 0.06% |
2,824
+4
|
|
||
29
Union Pacific
UNP
$134B
| $274K | 0.05% |
1,213
+1
|
|
||
30
Schwab US Large- Cap ETF
SCHX
$60.7B
| $233K | 0.05% |
10,887
|
|
||
31
iShares MSCI South Korea ETF
EWY
$6.21B
| $220K | 0.04% |
3,324
+46
|
|
||
|
HEES
32
DELISTED
H&E Equipment Services
HEES
| – | – |
-3,351
|
|