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
376
$180K 0.03%
13,856
+2,841
377
$178K 0.03%
15,147
+1,850
378
$175K 0.03%
39,655
+4,050
379
$169K 0.03%
21,345
+4,446
380
$160K 0.03%
16,115
-5,793
381
$160K 0.03%
31,400
-5,490
382
$154K 0.03%
37,373
+9,747
383
$153K 0.03%
32,158
+15,335
384
$147K 0.03%
13,334
-796
385
$141K 0.03%
+10,893
386
$120K 0.02%
11,904
-197
387
$120K 0.02%
+17,075
388
$113K 0.02%
13,698
+36
389
$112K 0.02%
10,800
-340
390
$104K 0.02%
14,502
391
$102K 0.02%
20,693
392
$91.9K 0.02%
37,053
+1,473
393
$90.2K 0.02%
+13,850
394
$87.5K 0.02%
+1,000
395
$85.9K 0.02%
13,826
+600
396
$70.6K 0.01%
16,500
397
$65.8K 0.01%
60,937
-1,495
398
$65.1K 0.01%
28,808
+13,994
399
$63.6K 0.01%
22,000
400
$40.8K 0.01%
1,380
+544
13 14 15
16
17