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
301
$357K 0.05%
7,345
+996
302
$356K 0.05%
60,063
+1,605
303
$355K 0.05%
10,884
-4,221
304
$355K 0.05%
13,980
+134
305
$352K 0.05%
13,511
-950
306
$350K 0.05%
1,688
-45
307
$347K 0.05%
12,580
+70
308
$346K 0.05%
2,565
-113
309
$346K 0.05%
66,840
-18,330
310
$346K 0.05%
1,415
+22
311
$342K 0.05%
4,567
-95
312
$340K 0.05%
2,845
+14
313
$340K 0.05%
645
-4
314
$338K 0.05%
1,680
+251
315
$337K 0.05%
508
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316
$333K 0.05%
423
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317
$333K 0.05%
2,474
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318
$325K 0.05%
1,055
-67
319
$324K 0.05%
4,361
-2,381
320
$324K 0.05%
884
321
$321K 0.04%
1,864
-15
322
$321K 0.04%
5,277
-261
323
$320K 0.04%
6,119
+448
324
$320K 0.04%
2,904
-641
325
$315K 0.04%
5,476
-150
11 12
13
14 15