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
101
$16K 0.01%
207
-26
102
$15K 0.01%
244
103
$15K 0.01%
+900
104
$14K 0.01%
200
105
$12K ﹤0.01%
800
106
$12K ﹤0.01%
110
107
$11K ﹤0.01%
250
108
$9K ﹤0.01%
160
109
$9K ﹤0.01%
126
110
$9K ﹤0.01%
400
111
$9K ﹤0.01%
497
112
$8K ﹤0.01%
120
113
$7K ﹤0.01%
57
114
$6K ﹤0.01%
25
-17
115
$5K ﹤0.01%
200
116
$5K ﹤0.01%
135
-34
117
$5K ﹤0.01%
259
118
$5K ﹤0.01%
95
119
$4K ﹤0.01%
127
120
$4K ﹤0.01%
100
121
$4K ﹤0.01%
321
-23,173
122
$4K ﹤0.01%
895
123
$3K ﹤0.01%
200
124
$3K ﹤0.01%
153
125
$2K ﹤0.01%
10
-13
3 4
5
6 7