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
351
$223K 0.04%
+4,865
352
$221K 0.04%
62,290
+5,850
353
$220K 0.04%
20,552
-1,073
354
$219K 0.04%
12,000
355
$218K 0.04%
+227
356
$218K 0.04%
+9,597
357
$216K 0.04%
3,054
358
$216K 0.04%
+1,260
359
$215K 0.04%
3,711
-29
360
$214K 0.04%
+179
361
$211K 0.04%
+5,362
362
$211K 0.04%
+6,465
363
$210K 0.04%
+1,424
364
$210K 0.04%
+2,351
365
$209K 0.04%
2,223
-9
366
$208K 0.04%
+1,111
367
$207K 0.04%
+5,779
368
$207K 0.04%
+664
369
$206K 0.04%
+2,191
370
$205K 0.04%
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371
$205K 0.04%
+2,112
372
$202K 0.04%
+2,575
373
$201K 0.04%
+1,319
374
$199K 0.04%
11,944
+393
375
$195K 0.04%
19,033
-319
13 14
15
16 17