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
251
$169K 0.07%
29,672
+5,514
252
$164K 0.07%
+20,129
253
$152K 0.06%
11,321
254
$145K 0.06%
16,761
+2,797
255
$132K 0.05%
17,787
+106
256
$107K 0.04%
10,598
+293
257
$98K 0.04%
+10,545
258
$75K 0.03%
13,186
-215
259
$70K 0.03%
24,167
260
$69K 0.03%
14,700
261
$49K 0.02%
+2,750
262
– –
-13,292
263
– –
-11,972
264
– –
-4,897
265
– –
-5,853
266
– –
-8,617
267
– –
-1,127
268
– –
-2,500
269
– –
-3,526
270
– –
-19,914
271
– –
-5,350
272
– –
-5,315
273
– –
-27,999
274
– –
-23,222
275
– –
-42,071
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