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
$556M
AUM Growth
+$56.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$982K
3
+$867K
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$811K
5
MCK icon
McKesson
MCK
+$775K

Top Sells

1
+$3.72M
2
+$3.7M
3
+$1.72M
4
CVS icon
CVS Health
CVS
+$1.59M
5
SPLK
Splunk Inc
SPLK
+$693K

Sector Composition

1 Technology 28.51%
2 Consumer Discretionary 10.14%
3 Healthcare 7.22%
4 Communication Services 6.24%
5 Financials 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$437K 0.08%
1,310
+345
227
$435K 0.08%
35,689
+754
228
$431K 0.08%
6,078
-3,178
229
$425K 0.08%
9,829
+84
230
$425K 0.08%
4,682
+267
231
$423K 0.08%
3,505
+1,301
232
$421K 0.08%
4,152
-16
233
$418K 0.08%
92,893
+27,289
234
$418K 0.08%
3,856
+48
235
$409K 0.07%
3,213
-143
236
$408K 0.07%
976
+293
237
$407K 0.07%
15,053
-2,963
238
$404K 0.07%
10,905
-181
239
$404K 0.07%
24,823
-2,934
240
$403K 0.07%
8,890
-110
241
$402K 0.07%
+724
242
$402K 0.07%
6,302
+363
243
$401K 0.07%
1,540
+20
244
$400K 0.07%
1,947
-451
245
$397K 0.07%
9,349
+1,470
246
$396K 0.07%
3,404
+1,484
247
$395K 0.07%
2,363
-34
248
$390K 0.07%
6,986
+105
249
$389K 0.07%
8,540
+1,630
250
$385K 0.07%
21,099
+2,417
8 9
10
11 12