DWA
Divergent Wealth Advisors Portfolio holdings
AUM
$547M
This Quarter Return
+2.58%
1 Year Return
+21.37%
3 Year Return
+14.67%
5 Year Return
+26.51%
10 Year Return
–
AUM
$236M
AUM Growth
–
Cap. Flow
+$236M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
87.7%
Holding
18
New
18
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$36.2M |
| 2 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
$33.4M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$25.7M |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$22.7M |
| 5 |
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% |
