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
$277M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$1.1M
3
+$937K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$787K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$690K

Top Sells

1
+$289K
2
+$86K
3
+$26.3K
4
AMZN icon
Amazon
AMZN
+$13.6K
5
AAPL icon
Apple
AAPL
+$7.23K

Sector Composition

1 Healthcare 3.69%
2 Energy 1.1%
3 Financials 0.66%
4 Technology 0.66%
5 Consumer Discretionary 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$72K 0.03%
1,034
+12
52
$71K 0.03%
1,744
53
$67K 0.02%
200
-7
54
$61K 0.02%
875
55
$60K 0.02%
770
+7
56
$57K 0.02%
2,033
-151
57
$55K 0.02%
1,532
+26
58
$54K 0.02%
1,322
+20
59
$52K 0.02%
1,060
60
$51K 0.02%
417
-26
61
$50K 0.02%
974
+14
62
$49K 0.02%
876
63
$47K 0.02%
398
64
$47K 0.02%
1,000
65
$46K 0.02%
2,950
66
$45K 0.02%
2,610
+46
67
$44K 0.02%
540
68
$44K 0.02%
1,295
+23
69
$43K 0.02%
1,500
70
$42K 0.02%
430
-62
71
$38K 0.01%
500
72
$35K 0.01%
700
+14
73
$35K 0.01%
1,066
-69
74
$33K 0.01%
1,394
+17
75
$32K 0.01%
434
1 2
3
4 5