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
$439M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
16
New
Increased
Reduced
Closed

Top Buys

1
+$206K
2
+$190K
3
+$101K
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$74.6K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$68.3K

Top Sells

1
+$1.2M
2
+$718K
3
+$356K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$245K
5
UNP icon
Union Pacific
UNP
+$48.7K

Sector Composition

1 Industrials 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$133M 30.37%
309,951
-2,792
2
$104M 23.61%
937,575
+1,723
3
$40.1M 9.13%
347,456
-6,228
4
$25.9M 5.91%
262,336
+2,090
5
$24.3M 5.54%
431,615
-615
6
$21.2M 4.83%
165,445
-1,917
7
$20.1M 4.59%
392,479
-6,939
8
$18.1M 4.13%
268,389
+402
9
$14.7M 3.35%
267,077
+1,354
10
$12.3M 2.8%
228,610
+955
11
$9.22M 2.1%
137,678
+1,019
12
$8.97M 2.04%
79,390
+891
13
$6.57M 1.5%
89,600
-488
14
$307K 0.07%
1,394
-221