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
301
$249K 0.06%
23,001
+2,535
302
$246K 0.06%
4,845
-415
303
$244K 0.06%
3,202
-483
304
$240K 0.06%
21,544
+42
305
$240K 0.06%
6,350
-1,923
306
$240K 0.06%
2,669
-1,079
307
$239K 0.06%
+1,080
308
$237K 0.06%
10,948
-3,897
309
$237K 0.06%
101,612
+12,074
310
$236K 0.06%
5,000
-300
311
$232K 0.05%
+3,989
312
$231K 0.05%
7,356
-209
313
$231K 0.05%
6,792
-2,374
314
$229K 0.05%
1,781
-14,473
315
$228K 0.05%
4,212
-1,734
316
$225K 0.05%
2,370
+17
317
$225K 0.05%
+3,157
318
$223K 0.05%
+2,806
319
$223K 0.05%
+695
320
$223K 0.05%
+712
321
$222K 0.05%
+1,394
322
$221K 0.05%
+630
323
$219K 0.05%
3,740
-1,181
324
$219K 0.05%
+1,845
325
$217K 0.05%
18,908
+3,745
11 12
13
14 15