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
276
$416K 0.06%
19,879
-642
277
$409K 0.06%
62,071
-7,948
278
$406K 0.06%
44,050
+29,995
279
$405K 0.06%
4,766
-490
280
$404K 0.06%
8,760
+2,438
281
$403K 0.06%
5,016
+1,304
282
$395K 0.06%
1,276
-102
283
$392K 0.05%
5,872
+1,940
284
$388K 0.05%
4,684
-785
285
$386K 0.05%
1,585
-62
286
$382K 0.05%
5,613
+62
287
$382K 0.05%
507
-21
288
$381K 0.05%
1,747
-538
289
$380K 0.05%
6,518
-607
290
$379K 0.05%
5,492
+478
291
$376K 0.05%
1,568
+105
292
$373K 0.05%
34,965
-8,348
293
$370K 0.05%
965
-38
294
$366K 0.05%
1,695
+124
295
$364K 0.05%
5,927
+46
296
$363K 0.05%
2,812
-270
297
$361K 0.05%
1,586
298
$360K 0.05%
2,168
-205
299
$359K 0.05%
33,068
+391
300
$358K 0.05%
3,987
+138
10 11
12
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