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
76
$39K 0.01%
700
-176
77
$38K 0.01%
700
78
$35K 0.01%
1,394
79
$34K 0.01%
400
80
$32K 0.01%
434
81
$32K 0.01%
446
82
$32K 0.01%
+604
83
$32K 0.01%
400
-100
84
$31K 0.01%
378
-162
85
$30K 0.01%
366
86
$30K 0.01%
640
87
$30K 0.01%
50
88
$30K 0.01%
272
-10
89
$28K 0.01%
125
90
$25K 0.01%
894
91
$23K 0.01%
215
92
$23K 0.01%
467
93
$22K 0.01%
409
94
$22K 0.01%
100
95
$20K 0.01%
207
96
$19K 0.01%
264
97
$19K 0.01%
166
98
$18K 0.01%
300
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99
$17K 0.01%
244
100
$17K 0.01%
+713
2 3
4
5 6