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
$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
401
$36.7K 0.01%
2,750
402
$29.7K 0.01%
641
+4
403
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-1,741
404
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-6,386
405
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-4,111
406
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-1,033
407
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-1,683
408
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-6,573
409
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-6,362
410
– –
-4,014
411
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-1,251
412
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-11,731
413
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-4,182
414
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-6,575
415
– –
-46,730
416
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-12,595
417
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-10,000
418
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-79,016
419
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-4,550
420
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-31,765
421
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-2,225
422
– –
-1,560
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