DWA
Divergent Wealth Advisors Portfolio holdings
AUM
$547M
This Quarter Return
+1.44%
1 Year Return
+21.37%
3 Year Return
+14.67%
5 Year Return
+26.51%
10 Year Return
–
AUM
$277M
AUM Growth
+$277M
(+3.8%)
Cap. Flow
+$6.97M
Cap. Flow
% of AUM
2.51%
Top 10 Holdings %
Top 10 Hldgs %
81.97%
Holding
189
New
2
Increased
26
Reduced
30
Closed
53
Top Buys
Top Sells
| 1 |
QEP
QEP RESOURCES, INC.
QEP
|
$289K |
| 2 |
HEES
H&E Equipment Services
HEES
|
$86K |
| 3 |
GE Aerospace
GE
|
$26.3K |
| 4 |
Amazon
AMZN
|
$13.6K |
| 5 |
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% |
