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
$236M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
18
New
Increased
Reduced
Closed

Top Buys

1
+$36.2M
2
+$33.4M
3
+$25.7M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$22.7M
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$20.3M

Top Sells

No sells this quarter

Sector Composition

1 Financials 0.21%
2 Technology 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$36.2M 15.31%
+331,099
2
$33.4M 14.11%
+669,620
3
$25.7M 10.89%
+95,750
4
$22.7M 9.62%
+372,524
5
$20.3M 8.58%
+398,595
6
$17.5M 7.43%
+462,880
7
$15.6M 6.59%
+246,928
8
$14.4M 6.1%
+187,929
9
$11.2M 4.73%
+214,665
10
$10.3M 4.34%
+180,282
11
$10.1M 4.26%
+111,801
12
$8.39M 3.55%
+73,610
13
$5.31M 2.25%
+215,157
14
$4.37M 1.85%
+145,810
15
$290K 0.12%
+1,466
16
$223K 0.09%
+1,521
17
$223K 0.09%
+23,333
18
$204K 0.09%
+4,031