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
351
$271K 0.04%
907
-39
352
$267K 0.04%
5,630
-565
353
$267K 0.04%
8,706
354
$267K 0.04%
45,889
+2,556
355
$267K 0.04%
83,839
+65,952
356
$266K 0.04%
495
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357
$264K 0.04%
8,090
-206
358
$261K 0.04%
3,287
-118
359
$261K 0.04%
2,582
+268
360
$258K 0.04%
2,255
-148
361
$257K 0.04%
31,371
-783
362
$254K 0.04%
1,047
-10
363
$253K 0.04%
8,438
-709
364
$251K 0.04%
1,440
-3
365
$251K 0.04%
908
-222
366
$250K 0.03%
+2,304
367
$250K 0.03%
2,978
-98
368
$248K 0.03%
5,050
+150
369
$247K 0.03%
1,466
-10
370
$246K 0.03%
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-27
371
$246K 0.03%
7,486
-1,230
372
$244K 0.03%
+6,806
373
$240K 0.03%
+3,162
374
$239K 0.03%
+6,118
375
$236K 0.03%
+2,847
13 14
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