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
$449M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
19
New
Increased
Reduced
Closed

Top Buys

1
+$28.8M
2
+$3.71M
3
+$3.02M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.54M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.34M

Top Sells

1
+$32.1M
2
+$447K
3
+$392

Sector Composition

1 Financials 0.09%
2 Industrials 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$162M 36.16%
376,766
+66,815
2
$71.5M 15.92%
646,794
-290,781
3
$41.4M 9.23%
360,895
+13,439
4
$27.2M 6.05%
276,003
+13,667
5
$23.8M 5.3%
423,657
-7,958
6
$21.8M 4.86%
170,988
+5,543
7
$21.1M 4.7%
413,340
+20,861
8
$18.7M 4.16%
279,551
+11,162
9
$15.7M 3.51%
299,210
+70,600
10
$15.2M 3.39%
276,718
+9,641
11
$11.7M 2.6%
107,078
+27,688
12
$9.82M 2.19%
158,970
+21,292
13
$6.58M 1.47%
92,704
+3,104
14
$1.05M 0.23%
+4,709
15
$410K 0.09%
+1,840
16
$273K 0.06%
1,392
-2
17
$239K 0.05%
+4,736