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
276
$328K 0.06%
11,762
+329
277
$327K 0.06%
769
+265
278
$326K 0.06%
6,176
+1,964
279
$326K 0.06%
5,410
+246
280
$325K 0.06%
602
-52
281
$325K 0.06%
12,645
+560
282
$324K 0.06%
1,983
-132
283
$322K 0.06%
8,270
+703
284
$317K 0.06%
2,158
-56
285
$312K 0.06%
22,459
-2,610
286
$311K 0.06%
2,091
+37
287
$309K 0.06%
1,690
-22
288
$309K 0.06%
49,211
+17,715
289
$308K 0.06%
+4,095
290
$307K 0.06%
50,800
+19,404
291
$306K 0.06%
7,845
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292
$306K 0.06%
9,424
+1,433
293
$306K 0.06%
1,165
+113
294
$305K 0.05%
1,762
+355
295
$304K 0.05%
910
+53
296
$303K 0.05%
2,642
+265
297
$299K 0.05%
460
-3
298
$299K 0.05%
4,184
+239
299
$295K 0.05%
17,180
+140
300
$294K 0.05%
3,650
+1
10 11
12
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