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
$270M
AUM Growth
-$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$12.2M
3
+$12.1M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$6.79M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$5.97M

Top Sells

1
+$22.9M
2
+$22.7M
3
+$15.2M
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$6.02M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$5.13M

Sector Composition

1 Healthcare 3.7%
2 Energy 0.78%
3 Financials 0.37%
4 Technology 0.31%
5 Industrials 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
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