1WA
180 Wealth Advisors Portfolio holdings
AUM
$717M
This Quarter Return
-5.09%
1 Year Return
+25.94%
3 Year Return
+101.14%
5 Year Return
+168.22%
10 Year Return
–
AUM
$363M
AUM Growth
+$363M
(-7.2%)
Cap. Flow
+$10.3M
Cap. Flow
% of AUM
2.84%
Top 10 Holdings %
Top 10 Hldgs %
25.21%
Holding
392
New
23
Increased
150
Reduced
165
Closed
36
Top Buys
| 1 |
Tesla
TSLA
|
$5.33M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$3.67M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$3.35M |
| 4 |
Dimensional International Core Equity Market ETF
DFAI
|
$706K |
| 5 |
abrdn Physical Gold Shares ETF
SGOL
|
$688K |
Top Sells
| 1 |
Equinor
EQNR
|
$463K |
| 2 |
SPDR Gold Trust
GLD
|
$449K |
| 3 |
Marathon Petroleum
MPC
|
$392K |
| 4 |
Northrop Grumman
NOC
|
$357K |
| 5 |
Estee Lauder
EL
|
$340K |
Sector Composition
| 1 | Technology | 24.29% |
| 2 | Consumer Discretionary | 11.31% |
| 3 | Healthcare | 8.87% |
| 4 | Industrials | 6.29% |
| 5 | Financials | 5.45% |
