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
326
$216K 0.05%
+4,865
327
$216K 0.05%
444
-245
328
$210K 0.05%
+5,799
329
$208K 0.05%
19,352
330
$207K 0.05%
+5,382
331
$207K 0.05%
+5,038
332
$206K 0.05%
+2,006
333
$204K 0.05%
+8,490
334
$203K 0.05%
+589
335
$202K 0.05%
+622
336
$200K 0.05%
4,811
-7,109
337
$194K 0.05%
40,290
+12,000
338
$188K 0.04%
42,170
+7,717
339
$186K 0.04%
25,025
-18,197
340
$182K 0.04%
15,809
+2,589
341
$171K 0.04%
20,300
+300
342
$170K 0.04%
13,864
-581
343
$162K 0.04%
12,000
344
$159K 0.04%
10,976
-312
345
$147K 0.03%
14,042
+905
346
$146K 0.03%
53,708
+9,316
347
$145K 0.03%
28,841
+2,480
348
$144K 0.03%
15,782
+281
349
$137K 0.03%
28,242
+13,450
350
$135K 0.03%
11,976
-298
12 13
14
15 16