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
$290M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.56M
3
+$9.37M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$3.77M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$3.05M

Top Sells

1
+$6.74M
2
+$5.78M
3
+$4.74M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.14M
5
IXUS icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$80K 0.03%
750
52
$77K 0.03%
200
53
$71K 0.02%
1,034
54
$69K 0.02%
875
55
$69K 0.02%
440
56
$64K 0.02%
776
+6
57
$63K 0.02%
1,444
-300
58
$61K 0.02%
2,033
59
$61K 0.02%
1,532
60
$61K 0.02%
442
+25
61
$60K 0.02%
620
+312
62
$59K 0.02%
1,060
63
$58K 0.02%
198
-2,302
64
$55K 0.02%
+1,974
65
$52K 0.02%
3,000
-6,000
66
$51K 0.02%
974
67
$50K 0.02%
1,611
+111
68
$49K 0.02%
+862
69
$48K 0.02%
430
70
$47K 0.02%
1,000
71
$47K 0.02%
239
+106
72
$46K 0.02%
2,610
73
$46K 0.02%
1,295
74
$44K 0.02%
2,950
75
$39K 0.01%
1,141
+75
1 2
3
4 5