1WA

180 Wealth Advisors Portfolio holdings

AUM $878M
1-Year Est. Return 37.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.53%
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
+$1.63M
2
+$848K
3
+$740K
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$707K
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$693K

Top Sells

1
+$1.89M
2
+$595K
3
+$533K
4
IDV icon
iShares International Select Dividend ETF
IDV
+$529K
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
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