1WA

180 Wealth Advisors Portfolio holdings

AUM $878M
1-Year Est. Return 37.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.53%
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
+$4.41M
2
+$2.27M
3
+$930K
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$820K
5
COST icon
Costco
COST
+$684K

Top Sells

1
+$1.7M
2
+$1.08M
3
+$868K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$851K
5
DWX icon
State Street SPDR S&P International Dividend ETF
DWX
+$840K

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
276
– –
-13,292
277
– –
-4,897
8 9 10 11
12