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
101
$17K 0.01%
247
102
$16K 0.01%
200
-78
103
$15K 0.01%
900
104
$14K ﹤0.01%
200
-100
105
$14K ﹤0.01%
110
106
$12K ﹤0.01%
200
107
$11K ﹤0.01%
497
108
$11K ﹤0.01%
800
109
$10K ﹤0.01%
160
110
$10K ﹤0.01%
126
111
$10K ﹤0.01%
120
112
$9K ﹤0.01%
+200
113
$7K ﹤0.01%
400
114
$7K ﹤0.01%
57
115
$7K ﹤0.01%
25
116
$7K ﹤0.01%
71
-216
117
$6K ﹤0.01%
135
118
$5K ﹤0.01%
200
119
$5K ﹤0.01%
127
120
$5K ﹤0.01%
95
121
$5K ﹤0.01%
259
122
$4K ﹤0.01%
100
123
$4K ﹤0.01%
895
124
$3K ﹤0.01%
200
125
$3K ﹤0.01%
520
-3,590
2 3 4
5
6