Convergent Wealth Advisors

Convergent Wealth Advisors as of Sept. 30, 2013

Portfolio Holdings for Convergent Wealth Advisors

Convergent Wealth Advisors holds 34 positions in its portfolio as reported in the September 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares S&P 500 Index (IVV) 46.2 $237M 1.4M 168.90
SPDR Gold Trust (GLD) 22.4 $115M 895k 128.18
Vanguard Emerging Markets ETF (VWO) 7.5 $39M 960k 40.13
iShares MSCI EAFE Growth Index (EFG) 6.2 $32M 496k 63.80
iShares Russell 2000 Index (IWM) 3.5 $18M 167k 106.61
Spdr S&p 500 Etf (SPY) 2.5 $13M 76k 168.01
iShares MSCI Emerging Markets Indx (EEM) 2.1 $11M 260k 40.75
iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) 1.8 $9.1M 156k 58.28
Vanguard Europe Pacific ETF (VEA) 1.8 $9.0M 228k 39.58
iShares MSCI Pacific ex-Japan Idx (EPP) 1.2 $6.1M 129k 47.65
Vanguard REIT ETF (VNQ) 0.8 $4.2M 64k 66.14
iShares Gold Trust 0.7 $3.4M 262k 12.89
Vanguard European ETF (VGK) 0.6 $2.9M 53k 54.51
Vanguard Pacific ETF (VPL) 0.4 $1.9M 31k 60.74
PowerShares Cleantech Portfolio 0.3 $1.4M 48k 28.96
Market Vectors Junior Gold Min 0.2 $1.3M 31k 40.74
Vanguard FTSE All-World ex-US ETF (VEU) 0.2 $1.2M 25k 48.60
Vanguard Intl Equity Index F glb ex us etf (VNQI) 0.2 $1.1M 19k 56.73
Vanguard Dividend Appreciation ETF (VIG) 0.2 $916k 13k 69.61
Wisdomtree Asia Local Debt etf us 0.2 $915k 19k 48.44
Market Vectors Gold Miners ETF 0.2 $814k 33k 25.03
iShares Russell 3000 Index (IWV) 0.2 $833k 8.2k 101.18
PowerShares Global Water Portfolio 0.1 $545k 26k 21.12
Financial Select Sector SPDR (XLF) 0.1 $498k 25k 19.91
iShares FTSE/Xinhua China 25 Index (FXI) 0.1 $460k 12k 37.10
iShares S&P MidCap 400 Index (IJH) 0.1 $447k 3.6k 124.13
PowerShares FTSE RAFI US 1500 Small-Mid 0.1 $412k 4.6k 89.57
iShares FTSE KLD Select Scil Idx (SUSA) 0.1 $417k 5.9k 70.74
iShares Russell 2000 Value Index (IWN) 0.1 $371k 4.1k 91.54
iShares Dow Jones Select Dividend (DVY) 0.1 $320k 4.8k 66.45
SPDR S&P Oil & Gas Explore & Prod. 0.1 $265k 4.0k 65.84
ETFS Gold Trust 0.1 $261k 2.0k 130.50
Sprott Physical Gold Trust (PHYS) 0.0 $178k 16k 11.06
Sprott Physical Silver Tr tr unit (PSLV) 0.0 $87k 10k 8.70