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
351
$131K 0.03%
42,810
+1,400
352
$125K 0.03%
10,820
+480
353
$122K 0.03%
25,073
+1,329
354
$122K 0.03%
32,070
-76
355
$122K 0.03%
11,640
356
$97K 0.02%
19,958
+489
357
$96.4K 0.02%
12,940
+73
358
$91.6K 0.02%
16,050
+3,670
359
$91.4K 0.02%
17,745
360
$78.7K 0.02%
15,716
+306
361
$59.7K 0.01%
+20,057
362
$55.1K 0.01%
51,513
+3,810
363
$51.9K 0.01%
742
+28
364
$45.1K 0.01%
11,428
+176
365
$43.2K 0.01%
2,750
366
– –
-12,512
367
– –
-13,274
368
– –
-5,957
369
– –
-2,837
370
– –
-3,271
371
– –
-4,190
372
– –
-3,073
373
– –
-10,781
374
– –
-7,587
375
– –
-1,921
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15
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