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
326
$259K 0.05%
3,248
-19,967
327
$257K 0.05%
1,125
+14
328
$256K 0.05%
28,712
+2,651
329
$253K 0.05%
884
330
$253K 0.05%
2,893
-137
331
$252K 0.05%
+2,987
332
$248K 0.04%
+5,437
333
$248K 0.04%
8,337
-123
334
$246K 0.04%
1,657
+127
335
$245K 0.04%
7,123
+792
336
$244K 0.04%
1,938
337
$241K 0.04%
1,348
+4
338
$241K 0.04%
+2,292
339
$238K 0.04%
6,450
-283
340
$236K 0.04%
5,599
-100
341
$235K 0.04%
2,667
+96
342
$235K 0.04%
3,235
343
$235K 0.04%
3,359
+69
344
$234K 0.04%
+2,506
345
$232K 0.04%
+1,410
346
$231K 0.04%
859
+12
347
$230K 0.04%
1,875
+33
348
$225K 0.04%
1,584
-906
349
$224K 0.04%
+8,036
350
$224K 0.04%
+5,698
12 13
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