DWA
Divergent Wealth Advisors Portfolio holdings
AUM
$547M
This Quarter Return
+2.76%
1 Year Return
+21.37%
3 Year Return
+14.67%
5 Year Return
+26.51%
10 Year Return
–
AUM
$423M
AUM Growth
+$423M
(+9%)
Cap. Flow
+$23.9M
Cap. Flow
% of AUM
5.65%
Top 10 Holdings %
Top 10 Hldgs %
94.31%
Holding
16
New
–
Increased
10
Reduced
4
Closed
–
Top Buys
| 1 |
iShares Short Treasury Bond ETF
SHV
|
$11.3M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$4.69M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$4.4M |
| 4 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
$1.96M |
| 5 |
iShares TIPS Bond ETF
TIP
|
$1.9M |
Top Sells
Sector Composition
| 1 | Industrials | 0.08% |
