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
$423M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
16
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$4.69M
3
+$4.4M
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$1.96M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.9M

Top Sells

1
+$1.98M
2
+$1.09M
3
+$281K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$44K

Sector Composition

1 Industrials 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$124M 29.38%
312,743
+11,066
2
$103M 24.42%
935,852
+101,875
3
$40.3M 9.51%
353,684
+41,159
4
$23.8M 5.63%
260,246
-480
5
$22.2M 5.24%
432,230
+11,520
6
$21M 4.96%
167,362
+15,121
7
$20.5M 4.84%
399,418
+38,255
8
$17.3M 4.09%
267,987
+10,583
9
$14.6M 3.44%
265,723
+30,036
10
$11.9M 2.8%
227,655
-20,845
11
$8.79M 2.08%
136,659
+1,123
12
$8.52M 2.01%
78,499
-18,241
13
$6.33M 1.5%
90,088
-4,005
14
$356K 0.08%
1,615
+574