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
401
$193K 0.03%
18,865
402
$174K 0.02%
18,959
+1,820
403
$173K 0.02%
93,050
+5,600
404
$161K 0.02%
48,528
+23,419
405
$150K 0.02%
28,704
-619
406
$145K 0.02%
10,769
+722
407
$136K 0.02%
10,507
-6,255
408
$126K 0.02%
16,018
+952
409
$125K 0.02%
12,070
+72
410
$122K 0.02%
63,990
-17,832
411
$117K 0.02%
10,808
-35
412
$106K 0.01%
22,175
+2,250
413
$105K 0.01%
13,069
414
$102K 0.01%
10,621
415
$90.6K 0.01%
37,591
+1,466
416
$80.7K 0.01%
50,450
+34,050
417
$73.8K 0.01%
36,911
-940
418
$72.2K 0.01%
13,300
-10,900
419
$47.8K 0.01%
10,000
420
$47.2K 0.01%
+16,220
421
$43.7K 0.01%
11,300
-775
422
$38K 0.01%
26,000
423
$15.6K ﹤0.01%
+3,540
424
– –
-2,416
425
– –
-16,452
14 15 16
17
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