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
$277M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$1.1M
3
+$937K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$787K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$690K

Top Sells

1
+$289K
2
+$86K
3
+$26.3K
4
AMZN icon
Amazon
AMZN
+$13.6K
5
AAPL icon
Apple
AAPL
+$7.23K

Sector Composition

1 Healthcare 3.69%
2 Energy 1.1%
3 Financials 0.66%
4 Technology 0.66%
5 Consumer Discretionary 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$34.6M 12.48%
126,825
+4,748
2
$31.4M 11.3%
295,014
+5,845
3
$30.7M 11.05%
490,565
+17,532
4
$28.6M 10.3%
582,376
+10,291
5
$23.9M 8.6%
612,490
+20,205
6
$20.7M 7.48%
345,067
+15,580
7
$20.6M 7.43%
247,015
+5,243
8
$12.9M 4.67%
152,328
+7,073
9
$12.1M 4.38%
231,360
+13,138
10
$11.9M 4.28%
240,774
+513
11
$9.87M 3.56%
187,292
+2,302
12
$7.87M 2.84%
320,711
+9,090
13
$5.64M 2.03%
50,014
+405
14
$5.21M 1.88%
178,720
+5,988
15
$2.94M 1.06%
89,902
16
$2.7M 0.97%
38,053
17
$2.11M 0.76%
24,631
-31
18
$1.8M 0.65%
9,777
19
$1.46M 0.53%
11,552
-16
20
$1.03M 0.37%
12,437
21
$791K 0.29%
14,276
-53
22
$690K 0.25%
2,500
23
$556K 0.2%
12,004
-156
24
$435K 0.16%
8,259
25
$391K 0.14%
2,276
1
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