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
101
$17K 0.01%
+4,110
102
$16K 0.01%
+244
103
$16K 0.01%
+270
104
$16K 0.01%
+233
105
$12K ﹤0.01%
+200
106
$12K ﹤0.01%
+800
107
$12K ﹤0.01%
+110
108
$11K ﹤0.01%
+250
109
$10K ﹤0.01%
+160
110
$9K ﹤0.01%
+126
111
$9K ﹤0.01%
+120
112
$9K ﹤0.01%
+42
113
$8K ﹤0.01%
+57
114
$8K ﹤0.01%
+497
115
$7K ﹤0.01%
+400
116
$7K ﹤0.01%
+55
117
$6K ﹤0.01%
+169
118
$6K ﹤0.01%
+95
119
$5K ﹤0.01%
+9
120
$5K ﹤0.01%
+103
121
$5K ﹤0.01%
+259
122
$5K ﹤0.01%
+23
123
$4K ﹤0.01%
+100
124
$4K ﹤0.01%
+94
125
$4K ﹤0.01%
+200
3 4
5
6 7