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
326
$172K 0.05%
15,163
+1,397
327
$147K 0.04%
26,361
-530
328
$139K 0.04%
20,466
+5,095
329
$138K 0.04%
11,288
330
$131K 0.04%
12,000
331
$130K 0.04%
21,355
+149
332
$126K 0.03%
15,501
-320
333
$121K 0.03%
28,290
+9,000
334
$118K 0.03%
13,137
+890
335
$117K 0.03%
14,445
+2,402
336
$111K 0.03%
11,640
337
$111K 0.03%
+13,220
338
$106K 0.03%
19,469
-810
339
$104K 0.03%
+32,146
340
$101K 0.03%
34,453
+4,678
341
$97K 0.03%
23,744
+3,739
342
$94K 0.03%
+10,340
343
$91K 0.03%
38,460
+1,740
344
$89K 0.02%
714
-38
345
$88K 0.02%
41,410
+15,300
346
$85K 0.02%
12,867
+33
347
$83K 0.02%
17,745
348
$75K 0.02%
15,410
-3,222
349
$60K 0.02%
12,380
+555
350
$57K 0.02%
12,274
-2,980
12 13
14
15 16