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
76
$32K 0.01%
640
77
$31K 0.01%
282
+30
78
$30K 0.01%
446
-49
79
$30K 0.01%
366
80
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400
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$29K 0.01%
278
82
$29K 0.01%
308
83
$29K 0.01%
50
84
$28K 0.01%
500
-100
85
$27K 0.01%
360
-36
86
$27K 0.01%
124
87
$26K 0.01%
133
-17
88
$26K 0.01%
125
89
$24K 0.01%
287
90
$23K 0.01%
409
-28
91
$23K 0.01%
215
92
$22K 0.01%
358
93
$21K 0.01%
467
94
$21K 0.01%
100
95
$21K 0.01%
4,110
96
$20K 0.01%
894
97
$18K 0.01%
247
-23
98
$18K 0.01%
264
99
$18K 0.01%
166
100
$17K 0.01%
300
-42
2 3
4
5 6