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
$267M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$6.99M
2
+$6.08M
3
+$5.2M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.85M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.15M

Top Sells

1
+$7.91M
2
+$4.81M
3
+$4.5M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$2.71M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$1.56M

Sector Composition

1 Healthcare 3.61%
2 Energy 1.03%
3 Financials 0.7%
4 Technology 0.69%
5 Consumer Discretionary 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$71K 0.03%
+1,357
52
$70K 0.03%
+440
53
$68K 0.03%
+207
54
$68K 0.03%
+1,744
55
$65K 0.02%
+2,184
56
$61K 0.02%
+1,060
57
$60K 0.02%
+763
58
$58K 0.02%
+1,022
59
$57K 0.02%
+443
60
$54K 0.02%
+1,000
61
$52K 0.02%
+875
62
$50K 0.02%
+398
63
$50K 0.02%
+2,950
64
$48K 0.02%
+876
65
$46K 0.02%
+960
66
$45K 0.02%
+1,302
67
$45K 0.02%
+492
68
$44K 0.02%
+1,506
69
$44K 0.02%
+1,500
70
$42K 0.02%
+1,272
71
$41K 0.02%
+540
72
$39K 0.01%
+1,135
73
$36K 0.01%
+2,564
74
$34K 0.01%
+500
75
$33K 0.01%
+495
1 2
3
4 5