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
426
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428
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429
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430
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431
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432
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-9,940
433
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434
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435
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-3,642
436
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-6,047
437
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-9,977
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