1WA

180 Wealth Advisors Portfolio holdings

AUM $821M
1-Year Est. Return 35.01%
This Quarter Est. Return
1 Year Est. Return
+35.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$252M
AUM Growth
+$59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$1.08M
3
+$868K
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$830K
5
COST icon
Costco
COST
+$730K

Top Sells

1
+$1.75M
2
+$1.13M
3
+$944K
4
REET icon
iShares Global REIT ETF
REET
+$897K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$889K

Sector Composition

1 Technology 19.32%
2 Consumer Discretionary 10.12%
3 Healthcare 8.77%
4 Industrials 6.14%
5 Financials 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$217K 0.09%
+2,081
227
$216K 0.09%
+3,979
228
$216K 0.09%
+2,062
229
$215K 0.09%
+1,970
230
$215K 0.09%
+5,932
231
$214K 0.09%
+1,169
232
$214K 0.09%
+1,187
233
$214K 0.09%
11,386
-574
234
$212K 0.08%
+1,512
235
$211K 0.08%
+1,552
236
$210K 0.08%
+2,652
237
$210K 0.08%
4,114
-7,927
238
$209K 0.08%
3,829
-10,130
239
$208K 0.08%
+2,760
240
$208K 0.08%
+4,754
241
$208K 0.08%
+5,524
242
$207K 0.08%
+972
243
$207K 0.08%
+1,544
244
$207K 0.08%
+1,550
245
$204K 0.08%
+4,908
246
$204K 0.08%
+2,130
247
$203K 0.08%
+689
248
$203K 0.08%
+11,335
249
$201K 0.08%
+1,311
250
$200K 0.08%
+2,321
8 9
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