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
$363M
AUM Growth
-$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$706K
2
+$688K
3
+$506K
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$445K
5
PATH icon
UiPath
PATH
+$412K

Top Sells

1
+$463K
2
+$449K
3
+$392K
4
NOC icon
Northrop Grumman
NOC
+$357K
5
EL icon
Estee Lauder
EL
+$340K

Sector Composition

1 Technology 24.29%
2 Consumer Discretionary 11.31%
3 Healthcare 8.87%
4 Industrials 6.29%
5 Financials 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$325K 0.09%
+809
227
$324K 0.09%
+6,749
228
$324K 0.09%
2,006
-91
229
$323K 0.09%
2,389
+375
230
$320K 0.09%
19,219
+1,230
231
$319K 0.09%
12,196
232
$319K 0.09%
13,212
-539
233
$317K 0.09%
23,528
+1,669
234
$315K 0.09%
4,023
-12
235
$312K 0.09%
+2,105
236
$311K 0.09%
931
+19
237
$309K 0.09%
3,736
-6
238
$304K 0.08%
8,730
+50
239
$304K 0.08%
5,930
+1,603
240
$301K 0.08%
14,468
-530
241
$300K 0.08%
1,239
-80
242
$299K 0.08%
5,946
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243
$299K 0.08%
12,701
-291
244
$298K 0.08%
3,748
-57
245
$297K 0.08%
4,334
-97
246
$296K 0.08%
6,752
+93
247
$294K 0.08%
+8,273
248
$293K 0.08%
19,448
-418
249
$292K 0.08%
8,310
-196
250
$290K 0.08%
+1,561
8 9
10
11 12