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
151
$2K ﹤0.01%
+18
152
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+21
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+18
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+60
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+9
158
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+246
159
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+9
161
$2K ﹤0.01%
+41
162
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+10
163
$1K ﹤0.01%
+45
164
$1K ﹤0.01%
+14
165
$1K ﹤0.01%
+31
166
$1K ﹤0.01%
+81
167
$1K ﹤0.01%
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168
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169
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170
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+66
171
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+10
172
$1K ﹤0.01%
+18
173
$1K ﹤0.01%
+9
174
$1K ﹤0.01%
+21
175
$1K ﹤0.01%
+6
4 5 6
7
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