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
301
$223K 0.06%
+1,651
302
$221K 0.06%
2,837
-69
303
$221K 0.06%
+11,524
304
$218K 0.06%
3,271
-234
305
$218K 0.06%
2,392
-243
306
$217K 0.06%
7,565
+300
307
$217K 0.06%
+2,353
308
$215K 0.06%
+14,845
309
$215K 0.06%
+1,705
310
$214K 0.06%
2,691
-153
311
$214K 0.06%
1,482
+19
312
$213K 0.06%
2,692
-222
313
$213K 0.06%
+1,429
314
$211K 0.06%
16,510
-7,485
315
$209K 0.06%
44,392
-3,328
316
$207K 0.06%
13,339
-104
317
$205K 0.06%
4,486
-831
318
$205K 0.06%
21,502
+38
319
$204K 0.06%
8,318
-620
320
$201K 0.06%
+3,073
321
$196K 0.05%
+17,074
322
$194K 0.05%
+43,222
323
$189K 0.05%
19,352
324
$182K 0.05%
10,397
-2,048
325
$176K 0.05%
89,538
-5,709
11 12
13
14 15