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
376
$236K 0.03%
1,206
-32
377
$232K 0.03%
4,687
-135
378
$230K 0.03%
+2,081
379
$228K 0.03%
1,175
-172
380
$228K 0.03%
+1,643
381
$225K 0.03%
+1,735
382
$225K 0.03%
+480
383
$224K 0.03%
+527
384
$223K 0.03%
+2,386
385
$223K 0.03%
+1,844
386
$222K 0.03%
+4,516
387
$222K 0.03%
2,393
-54
388
$220K 0.03%
+7,830
389
$217K 0.03%
30,443
-267
390
$213K 0.03%
+5,527
391
$213K 0.03%
1,808
-42
392
$210K 0.03%
3,805
-488
393
$207K 0.03%
+1,688
394
$207K 0.03%
1,533
+86
395
$206K 0.03%
+2,425
396
$205K 0.03%
+674
397
$202K 0.03%
+9,091
398
$201K 0.03%
1,102
-152
399
$201K 0.03%
18,416
400
$200K 0.03%
39,430
+10,665
14 15
16
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