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
276
$253K 0.07%
5,260
-539
277
$250K 0.07%
5,627
-287
278
$250K 0.07%
4,365
-639
279
$248K 0.07%
5,957
-311
280
$247K 0.07%
918
-416
281
$246K 0.07%
7,967
-119
282
$244K 0.07%
1,350
+9
283
$240K 0.07%
4,921
-1,647
284
$240K 0.07%
2,659
+72
285
$239K 0.07%
3,347
286
$239K 0.07%
1,583
-496
287
$238K 0.07%
2,101
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288
$238K 0.07%
5,188
-84
289
$238K 0.07%
+2,045
290
$238K 0.07%
666
291
$236K 0.07%
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292
$236K 0.07%
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293
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+1,060
294
$234K 0.06%
2,415
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295
$234K 0.06%
18,705
-1,413
296
$233K 0.06%
28,158
+2,835
297
$233K 0.06%
1,121
-49
298
$232K 0.06%
3,474
+50
299
$226K 0.06%
2,722
300
$224K 0.06%
689
-465
10 11
12
13 14