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
276
$282K 0.07%
18,770
+1,696
277
$280K 0.07%
+1,129
278
$278K 0.07%
+5,326
279
$277K 0.07%
2,463
-228
280
$277K 0.07%
1,457
-1,537
281
$274K 0.06%
+6,569
282
$274K 0.06%
3,036
+65
283
$273K 0.06%
1,752
+101
284
$273K 0.06%
41,566
+20,211
285
$272K 0.06%
+9,243
286
$270K 0.06%
+6,693
287
$270K 0.06%
666
288
$267K 0.06%
1,589
+160
289
$265K 0.06%
+23,995
290
$262K 0.06%
13,319
-20
291
$260K 0.06%
4,354
-11
292
$260K 0.06%
1,741
+36
293
$258K 0.06%
4,555
+69
294
$256K 0.06%
778
-140
295
$255K 0.06%
+6,424
296
$254K 0.06%
+11,865
297
$254K 0.06%
2,288
-127
298
$253K 0.06%
3,417
+70
299
$253K 0.06%
6,787
-1,449
300
$251K 0.06%
+7,533
10 11
12
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