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
326
$315K 0.04%
+1,607
327
$314K 0.04%
6,791
-1,600
328
$314K 0.04%
2,126
-55
329
$312K 0.04%
1,526
-546
330
$312K 0.04%
10,000
331
$311K 0.04%
+26,337
332
$310K 0.04%
3,443
+8
333
$308K 0.04%
22,434
-431
334
$307K 0.04%
89,627
-4,216
335
$303K 0.04%
27,770
336
$302K 0.04%
1,223
-14
337
$302K 0.04%
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338
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6,201
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339
$297K 0.04%
7,509
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340
$294K 0.04%
4,903
+237
341
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342
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11,952
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343
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344
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5,296
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345
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392
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346
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5,063
+175
347
$282K 0.04%
903
+196
348
$277K 0.04%
2,038
+229
349
$274K 0.04%
8,861
-8
350
$272K 0.04%
14,000
12 13
14
15 16