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
126
$1K ﹤0.01%
99
+33
127
$1K ﹤0.01%
17
-3
128
$1K ﹤0.01%
8
129
$1K ﹤0.01%
47
130
– –
-37
131
$0 ﹤0.01%
15
132
– –
-41
133
$0 ﹤0.01%
+8
134
– –
-45
135
$0 ﹤0.01%
2
136
– –
-19
137
$0 ﹤0.01%
80
138
$0 ﹤0.01%
22
139
– –
-17
140
– –
-15
141
– –
-9
142
– –
-19
143
– –
-21
144
– –
-22
145
– –
-246
146
– –
-6
147
– –
-9
148
– –
-9
149
– –
-9
150
– –
-18
4 5
6
7 8