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
251
$385K 0.07%
5,621
+1,504
252
$384K 0.07%
1,687
-38
253
$382K 0.07%
3,372
+249
254
$377K 0.07%
5,478
+262
255
$375K 0.07%
3,952
+1,181
256
$368K 0.07%
4,000
+896
257
$363K 0.07%
1,932
-306
258
$361K 0.06%
4,182
-367
259
$361K 0.06%
81,285
+10,566
260
$358K 0.06%
49,334
-787
261
$355K 0.06%
1,023
+77
262
$352K 0.06%
9,345
+230
263
$352K 0.06%
1,409
+35
264
$351K 0.06%
28,270
265
$351K 0.06%
5,376
+44
266
$345K 0.06%
8,401
267
$345K 0.06%
9,347
+36
268
$342K 0.06%
+5,479
269
$340K 0.06%
1,246
-3
270
$338K 0.06%
6,245
-328
271
$338K 0.06%
18,421
+652
272
$337K 0.06%
2,919
-39
273
$334K 0.06%
5,750
+500
274
$334K 0.06%
130,926
+11,365
275
$330K 0.06%
6,794
+215
9 10
11
12 13