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
301
$294K 0.05%
2,415
-200
302
$291K 0.05%
555
-5
303
$290K 0.05%
+7,294
304
$287K 0.05%
+1,365
305
$284K 0.05%
7,339
-324
306
$284K 0.05%
5,221
-424
307
$281K 0.05%
5,155
+344
308
$280K 0.05%
27,381
+1,144
309
$279K 0.05%
1,794
-206
310
$279K 0.05%
2,121
+30
311
$277K 0.05%
+1,907
312
$276K 0.05%
+1,388
313
$274K 0.05%
2,808
-329
314
$272K 0.05%
5,845
-60
315
$271K 0.05%
4,764
+204
316
$271K 0.05%
7,654
-383
317
$269K 0.05%
5,320
-200
318
$266K 0.05%
1,647
+81
319
$266K 0.05%
+10,118
320
$264K 0.05%
6,151
+116
321
$264K 0.05%
43,046
+4,989
322
$264K 0.05%
3,465
+195
323
$262K 0.05%
1,322
-2,350
324
$261K 0.05%
6,823
-280
325
$259K 0.05%
8,440
-1,898
11 12
13
14 15