DWA
Divergent Wealth Advisors Portfolio holdings
AUM
$547M
1-Year Return
21.37%
This Quarter Return
+2.4%
1 Year Return
+21.37%
3 Year Return
+14.67%
5 Year Return
+26.51%
10 Year Return
–
AUM
$290M
AUM Growth
+$12.3M
(+4.4%)
Cap. Flow
+$9.07M
Cap. Flow
% of AUM
3.13%
Top 10 Holdings %
Top 10 Hldgs %
81.08%
Holding
146
New
10
Increased
17
Reduced
26
Closed
7
Top Buys
| 1 |
iShares Core Total USD Bond Market ETF
IUSB
|
$10.2M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$9.56M |
| 3 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
$9.37M |
| 4 |
iShares TIPS Bond ETF
TIP
|
$3.77M |
| 5 |
iShares Core International Aggregate Bond Fund
IAGG
|
$3.05M |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$6.74M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$5.78M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$4.74M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$4.14M |
| 5 |
iShares Core MSCI Total International Stock ETF
IXUS
|
$2.37M |
Sector Composition
| 1 | Healthcare | 3.95% |
| 2 | Energy | 1.07% |
| 3 | Financials | 0.62% |
| 4 | Technology | 0.45% |
| 5 | Consumer Discretionary | 0.28% |
