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
76
$33K 0.01%
+640
77
$32K 0.01%
+686
78
$31K 0.01%
+600
79
$30K 0.01%
+1,377
80
$29K 0.01%
+278
81
$29K 0.01%
+50
82
$28K 0.01%
+434
83
$28K 0.01%
+396
84
$28K 0.01%
+366
85
$28K 0.01%
+252
86
$28K 0.01%
+400
87
$27K 0.01%
+150
88
$27K 0.01%
+308
89
$24K 0.01%
+437
90
$24K 0.01%
+124
91
$24K 0.01%
+287
92
$23K 0.01%
+358
93
$22K 0.01%
+125
94
$21K 0.01%
+467
95
$20K 0.01%
+215
96
$19K 0.01%
+342
97
$19K 0.01%
+100
98
$18K 0.01%
+264
99
$18K 0.01%
+166
100
$18K 0.01%
+894
2 3
4
5 6