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
$425M
AUM Growth
+$61.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.2M
3
+$848K
4
GDX icon
VanEck Gold Miners ETF
GDX
+$823K
5
BCX icon
BlackRock Resources & Commodities Strategy Trust
BCX
+$811K

Top Sells

1
+$1.86M
2
+$616K
3
+$595K
4
XOM icon
Exxon Mobil
XOM
+$585K
5
DHI icon
D.R. Horton
DHI
+$522K

Sector Composition

1 Technology 24.26%
2 Consumer Discretionary 9.69%
3 Healthcare 8.76%
4 Industrials 6.48%
5 Energy 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$385K 0.09%
1,859
+298
227
$384K 0.09%
+17,377
228
$383K 0.09%
9,700
-150
229
$379K 0.09%
13,296
-1,172
230
$372K 0.09%
7,055
+306
231
$371K 0.09%
2,576
-397
232
$369K 0.09%
8,691
-39
233
$368K 0.09%
2,722
-1,643
234
$364K 0.09%
7,403
-196
235
$357K 0.08%
1,987
-19
236
$356K 0.08%
19,146
-73
237
$347K 0.08%
11,291
-707
238
$345K 0.08%
26,462
-1,696
239
$342K 0.08%
27,640
240
$337K 0.08%
5,374
-257
241
$336K 0.08%
9,280
-64
242
$336K 0.08%
+14,430
243
$334K 0.08%
2,475
+430
244
$330K 0.08%
1,897
-58
245
$330K 0.08%
6,754
-2,572
246
$325K 0.08%
2,236
-380
247
$323K 0.08%
1,434
-77
248
$323K 0.08%
4,888
-1,711
249
$322K 0.08%
19,506
+58
250
$320K 0.08%
+2,110
8 9
10
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