DWA
Divergent Wealth Advisors Portfolio holdings
AUM
$547M
This Quarter Return
+7.76%
1 Year Return
+21.37%
3 Year Return
+14.67%
5 Year Return
+26.51%
10 Year Return
–
AUM
$389M
AUM Growth
+$389M
(+4.9%)
Cap. Flow
-$12.4M
Cap. Flow
% of AUM
-3.2%
Top 10 Holdings %
Top 10 Hldgs %
93.84%
Holding
36
New
–
Increased
5
Reduced
9
Closed
20
Top Buys
| 1 |
iShares Short Treasury Bond ETF
SHV
|
$35.2M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$2.54M |
| 3 |
iShares TIPS Bond ETF
TIP
|
$1.36M |
| 4 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
$1.2M |
| 5 |
iShares Core International Aggregate Bond Fund
IAGG
|
$719K |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$28.7M |
| 2 |
Boston Scientific
BSX
|
$3.44M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$3.42M |
| 4 |
Medtronic
MDT
|
$2.56M |
| 5 |
Amgen
AMGN
|
$2.49M |
Sector Composition
| 1 | Industrials | 0.06% |
| 2 | Consumer Discretionary | 0% |
| 3 | Energy | 0% |
| 4 | Communication Services | 0% |
| 5 | Healthcare | 0% |
