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
$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
NET icon
326
Cloudflare
NET
$81.5B
$315K 0.04%
+1,607
IUSB icon
327
iShares Core Universal USD Bond ETF
IUSB
$33.4B
$314K 0.04%
6,791
-1,600
XLI icon
328
Industrial Select Sector SPDR Fund
XLI
$23.7B
$314K 0.04%
2,126
-55
PANW icon
329
Palo Alto Networks
PANW
$144B
$312K 0.04%
1,526
-546
TSBK icon
330
Timberland Bancorp
TSBK
$260M
$312K 0.04%
10,000
TSLL icon
331
Direxion Daily TSLA Bull 2X Shares
TSLL
$7.37B
$311K 0.04%
+26,337
ORLY icon
332
O'Reilly Automotive
ORLY
$82.1B
$310K 0.04%
3,443
+8
MUFG icon
333
Mitsubishi UFJ Financial
MUFG
$172B
$308K 0.04%
22,434
-431
NIO icon
334
NIO
NIO
$16.9B
$307K 0.04%
89,627
-4,216
BKN icon
335
BlackRock Investment Quality Municipal Trust
BKN
$193M
$303K 0.04%
27,770
ITW icon
336
Illinois Tool Works
ITW
$71.2B
$302K 0.04%
1,223
-14
IP icon
337
International Paper
IP
$20.1B
$302K 0.04%
6,452
-239
SNY icon
338
Sanofi
SNY
$121B
$300K 0.04%
6,201
-70
CGDV icon
339
Capital Group Dividend Value ETF
CGDV
$22.4B
$297K 0.04%
7,509
+161
IEMG icon
340
iShares Core MSCI Emerging Markets ETF
IEMG
$112B
$294K 0.04%
4,903
+237
CAG icon
341
Conagra Brands
CAG
$8.2B
$292K 0.04%
+14,260
U icon
342
Unity
U
$17.1B
$289K 0.04%
11,952
-375
NGG icon
343
National Grid
NGG
$77.2B
$289K 0.04%
3,882
-391
RELX icon
344
RELX
RELX
$76.9B
$288K 0.04%
5,296
+773
MCK icon
345
McKesson
MCK
$105B
$287K 0.04%
392
-3
CMG icon
346
Chipotle Mexican Grill
CMG
$40.4B
$284K 0.04%
5,063
+175
UNH icon
347
UnitedHealth
UNH
$294B
$282K 0.04%
903
+196
ABT icon
348
Abbott
ABT
$220B
$277K 0.04%
2,038
+229
MTCH icon
349
Match Group
MTCH
$7.76B
$274K 0.04%
8,861
-8
PAGP icon
350
Plains GP Holdings
PAGP
$3.46B
$272K 0.04%
14,000
12 13
14
15 16