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
126
$4K ﹤0.01%
+200
127
$4K ﹤0.01%
+127
128
$4K ﹤0.01%
+21
129
$3K ﹤0.01%
+22
130
$3K ﹤0.01%
+37
131
$3K ﹤0.01%
+46
132
$3K ﹤0.01%
+104
133
$3K ﹤0.01%
+21
134
$3K ﹤0.01%
+37
135
$3K ﹤0.01%
+31
136
$3K ﹤0.01%
+105
137
$3K ﹤0.01%
+33
138
$3K ﹤0.01%
+895
139
$3K ﹤0.01%
+19
140
$3K ﹤0.01%
+17
141
$3K ﹤0.01%
+153
142
$2K ﹤0.01%
+41
143
$2K ﹤0.01%
+9
144
$2K ﹤0.01%
+19
145
$2K ﹤0.01%
+246
146
$2K ﹤0.01%
+9
147
$2K ﹤0.01%
+19
148
$2K ﹤0.01%
+60
149
$2K ﹤0.01%
+20
150
$2K ﹤0.01%
+18
4 5
6
7 8