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
251
$320K 0.08%
5,205
-351
252
$318K 0.07%
1,392
+42
253
$317K 0.07%
2,927
254
$315K 0.07%
2,467
-255
255
$314K 0.07%
7,551
-235
256
$313K 0.07%
5,865
-330
257
$311K 0.07%
3,613
+139
258
$309K 0.07%
8,576
+93
259
$307K 0.07%
6,070
-4,660
260
$307K 0.07%
2,137
+36
261
$307K 0.07%
6,278
-3,541
262
$304K 0.07%
3,981
-42
263
$303K 0.07%
5,283
+255
264
$299K 0.07%
+13,144
265
$297K 0.07%
+2,146
266
$296K 0.07%
3,667
-74
267
$295K 0.07%
16,525
+15
268
$294K 0.07%
11,644
-552
269
$290K 0.07%
+6,115
270
$290K 0.07%
2,677
+18
271
$288K 0.07%
19,117
+412
272
$288K 0.07%
31,253
-1,076
273
$286K 0.07%
8,412
-3,443
274
$283K 0.07%
4,240
-467
275
$283K 0.07%
11,897
+373
9 10
11
12 13