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Convergent Wealth Advisors

Latest statistics and disclosures from Convergent Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, VTI, VEA, VWO, EFA, and represent 66.87% of Convergent Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: EFA (+$24M), IVV (+$22M), IEMG (+$8.8M), IEFA (+$7.9M), VTI (+$7.1M), XLK (+$6.9M), XLF (+$5.4M), XLV, XLY, XLP.
Started 9 new stock positions in XLF, XLI, EWG, XLB, XLY, EFA, XLK, XLP, XLV.
Reduced shares in these 10 stocks: EFG (-$26M), SPY (-$5.2M), IEF (-$5.2M), VEA, IWD, GLD, IGE, IWM, VBR, SCHF.
Sold out of its positions in DBEF, EEM, IWD, SCZ, EMB, EFG, SDY, VBR, DXJ.
Convergent Wealth Advisors was a net buyer of stock by $44M.
Convergent Wealth Advisors has $442M in assets under management (AUM), dropping by 2.18%.
Central Index Key (CIK): 0001491296

Portfolio Holdings for Convergent Wealth Advisors

Convergent Wealth Advisors holds 35 positions in its portfolio as reported in the September 2015 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	36.2	$160M	+15%	830k	192.71	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	12.1	$54M	+15%	542k	98.72	View chart
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA)	7.8	$35M	-10%	971k	35.64	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	5.4	$24M	+11%	723k	33.09	View chart
Ishares Tr Msci Eafe Etf (EFA)	5.4	$24M	NEW	413k	57.33	View chart
Ishares Tr 7-10 Y Tr Bd Etf (IEF)	5.1	$23M	-18%	209k	107.87	View chart
Ishares Tr Core Msci Eafe (IEFA)	4.6	$20M	+65%	381k	52.81	View chart
Ishares Core Msci Emkt (IEMG)	2.8	$12M	+252%	307k	39.89	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.4	$11M	-32%	56k	191.62	View chart
Ishares Tr Russell 2000 Etf (IWM)	2.4	$11M	-12%	96k	109.20	View chart
Ishares Tr Na Nat Res (IGE)	1.8	$8.1M	-18%	280k	29.04	View chart
Ishares Tr Msci Ac Asia Etf (AAXJ)	1.7	$7.5M		141k	52.75	View chart
Select Sector Spdr Tr Technology (XLK)	1.6	$6.9M	NEW	176k	39.50	View chart
Select Sector Spdr Tr Sbi Int-finl (XLF)	1.2	$5.4M	NEW	239k	22.66	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	1.1	$4.9M	NEW	74k	66.23	View chart
Ishares Msci Pac Jp Etf (EPP)	1.1	$4.7M		129k	36.66	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.9	$4.2M	NEW	56k	74.26	View chart
Vanguard Index Fds Reit Etf (VNQ)	0.8	$3.7M	-9%	48k	75.55	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.7	$3.3M	NEW	69k	47.19	View chart
Select Sector Spdr Tr Sbi Int-inds (XLI)	0.7	$3.2M	NEW	64k	49.89	View chart
Spdr Gold Trust Gold Shs (GLD)	0.6	$2.9M	-40%	27k	106.87	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$2.0M	+76%	32k	62.64	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.4	$1.8M	-26%	16k	113.91	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.4	$1.7M	-28%	41k	42.62	View chart
Ishares Gold Trust Ishares	0.4	$1.7M	-20%	156k	10.78	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$1.5M		14k	107.07	View chart
Wisdomtree Tr Europe Hedged Eq (HEDJ)	0.3	$1.2M		21k	54.63	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$952k	-14%	10k	92.98	View chart
Ishares Msci Germany Etf (EWG)	0.2	$952k	NEW	39k	24.75	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.2	$923k	NEW	23k	39.93	View chart
United Sts Commodity Index F Comm Idx Fnd (USCI)	0.2	$896k		21k	41.81	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$771k	-65%	28k	27.38	View chart
Vanguard World Fds Energy Etf (VDE)	0.1	$486k	-42%	5.7k	84.77	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$457k		6.3k	72.72	View chart
Ishares Tr Europe Etf (IEV)	0.0	$215k		5.4k	39.73	View chart

Past Filings by Convergent Wealth Advisors

SEC 13F filings are viewable for Convergent Wealth Advisors going back to 2010

Convergent Wealth Advisors 2015 Q3 filed Nov. 16, 2015
Convergent Wealth Advisors 2015 Q2 filed Aug. 13, 2015
Convergent Wealth Advisors 2015 Q1 filed May 13, 2015
Convergent Wealth Advisors 2014 Q4 filed Feb. 10, 2015
Convergent Wealth Advisors 2014 Q3 filed Nov. 12, 2014
Convergent Wealth Advisors 2014 Q2 filed Aug. 8, 2014
Convergent Wealth Advisors 2014 Q1 filed May 14, 2014
Convergent Wealth Advisors 2013 Q4 filed Feb. 10, 2014
Convergent Wealth Advisors 2013 Q3 filed Nov. 8, 2013
Convergent Wealth Advisors 2013 Q2 filed Aug. 13, 2013
Convergent Wealth Advisors 2013 Q1 filed May 14, 2013
Convergent Wealth Advisors 2012 Q4 filed Feb. 13, 2013
Convergent Wealth Advisors 2012 Q3 filed Nov. 14, 2012
Convergent Wealth Advisors 2012 Q2 filed Aug. 14, 2012
Convergent Wealth Advisors 2012 Q1 filed May 14, 2012
Convergent Wealth Advisors 2011 Q4 filed Feb. 13, 2012

View all past filings

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