DWA

Divergent Wealth Advisors Portfolio holdings

AUM $547M
1-Year Est. Return 21.37%
This Fund
S&P 500
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
+$1.29M
2
+$1.09M
3
+$979K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$781K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$737K

Top Sells

1
+$275K
2
+$86K
3
+$26.9K
4
AMZN icon
Amazon
AMZN
+$12.7K
5
AAPL icon
Apple
AAPL
+$7.08K

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%
17
-3
127
$1K ﹤0.01%
99
+33
128
$1K ﹤0.01%
8
129
$1K ﹤0.01%
47
130
– –
-35
131
– –
-10
132
– –
-54
133
– –
-21
134
– –
-22
135
– –
-246
136
– –
-6
137
– –
-9
138
$0 ﹤0.01%
80
139
$0 ﹤0.01%
22
140
– –
-17
141
– –
-19
142
– –
-31
143
– –
-33
144
– –
-14
145
– –
-22
146
– –
-14
147
– –
-41
148
– –
-9
149
– –
-19
150
– –
-9
4 5
6
7 8