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
176
$1K ﹤0.01%
+58
177
$1K ﹤0.01%
+20
178
$1K ﹤0.01%
+35
179
$1K ﹤0.01%
+47
180
$1K ﹤0.01%
+54
181
$1K ﹤0.01%
+45
182
$0 ﹤0.01%
+15
183
$0 ﹤0.01%
+2
184
$0 ﹤0.01%
+80
185
$0 ﹤0.01%
+22
186
$0 ﹤0.01%
+51
187
$0 ﹤0.01%
+28
4 5 6 7
8