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
126
$2K ﹤0.01%
99
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$2K ﹤0.01%
+18
128
$2K ﹤0.01%
17
129
$2K ﹤0.01%
10
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$1K ﹤0.01%
8
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$1K ﹤0.01%
47
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$1K ﹤0.01%
+57
133
$0 ﹤0.01%
8
134
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135
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$0 ﹤0.01%
15
139
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$0 ﹤0.01%
1
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141
$0 ﹤0.01%
80
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22
143
$0 ﹤0.01%
51
144
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-153
145
– –
-1,322
146
$0 ﹤0.01%
28
2 3 4 5
6