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
251
$290K 0.08%
6,195
-780
252
$287K 0.08%
1,064
+56
253
$285K 0.08%
1,996
-137
254
$285K 0.08%
4,320
+522
255
$284K 0.08%
3,883
-2,318
256
$283K 0.08%
3,741
+44
257
$282K 0.08%
5,631
-132
258
$281K 0.08%
9,876
-279
259
$276K 0.08%
7,786
-1,715
260
$275K 0.08%
4,190
-107
261
$274K 0.08%
3,685
-273
262
$271K 0.07%
8,483
-43
263
$271K 0.07%
2,592
-47
264
$269K 0.07%
5,556
+1,389
265
$268K 0.07%
4,707
+20
266
$268K 0.07%
9,166
-3,202
267
$267K 0.07%
9,344
+325
268
$267K 0.07%
1,246
+22
269
$266K 0.07%
11,668
+2,352
270
$262K 0.07%
10,123
-408
271
$262K 0.07%
32,329
-1,010
272
$261K 0.07%
8,236
-536
273
$258K 0.07%
1,127
+38
274
$258K 0.07%
2,927
275
$255K 0.07%
5,300
-160
9 10
11
12 13