1WA

180 Wealth Advisors Portfolio holdings

AUM $878M
1-Year Est. Return 37.53%
This Quarter Est. Return
1 Year Est. Return
+37.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$717M
AUM Growth
+$89.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$1.61M
3
+$1.45M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$918K
5
BCX icon
BlackRock Resources & Commodities Strategy Trust
BCX
+$910K

Top Sells

1
+$2.92M
2
+$651K
3
+$644K
4
AVGO icon
Broadcom
AVGO
+$627K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$577K

Sector Composition

1 Technology 29.29%
2 Consumer Discretionary 8.49%
3 Healthcare 6.89%
4 Financials 6.29%
5 Communication Services 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$473K 0.07%
1,166
+13
252
$468K 0.07%
9,805
+3,374
253
$467K 0.07%
9,023
+1,196
254
$466K 0.07%
917
-28
255
$464K 0.06%
3,497
+2
256
$459K 0.06%
5,730
-106
257
$457K 0.06%
2,714
-43
258
$456K 0.06%
30,783
+6,485
259
$455K 0.06%
43,895
+12,487
260
$450K 0.06%
5,432
-216
261
$446K 0.06%
107,822
+40,314
262
$446K 0.06%
909
-67
263
$446K 0.06%
+6,328
264
$443K 0.06%
4,415
-416
265
$442K 0.06%
7,968
+4
266
$441K 0.06%
2,376
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267
$433K 0.06%
1,861
-1
268
$430K 0.06%
519
+135
269
$429K 0.06%
8,255
-94
270
$428K 0.06%
4,314
-51
271
$427K 0.06%
2,428
272
$425K 0.06%
1,518
-2
273
$423K 0.06%
6,827
+265
274
$418K 0.06%
891
+116
275
$417K 0.06%
8,644
+200
9 10
11
12 13