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
$821M
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1
+$4.78M
2
+$1.67M
3
+$1.56M
4
MSFT icon
Microsoft
MSFT
+$1.38M
5
KR icon
Kroger
KR
+$1.31M

Top Sells

1
+$1.32M
2
+$1.2M
3
+$897K
4
OC icon
Owens Corning
OC
+$782K
5
UAL icon
United Airlines
UAL
+$781K

Sector Composition

1 Technology 29.42%
2 Consumer Discretionary 8.55%
3 Healthcare 7.14%
4 Financials 5.87%
5 Communication Services 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WMT icon
26
Walmart
WMT
$881B
$6.4M 0.78%
62,087
-5,171
TWLO icon
27
Twilio
TWLO
$19.7B
$6.04M 0.74%
60,327
-1,199
SNOW icon
28
Snowflake
SNOW
$85.1B
$5.86M 0.71%
25,983
-492
JPM icon
29
JPMorgan Chase
JPM
$852B
$5.74M 0.7%
18,209
-525
IUSV icon
30
iShares Core S&P US Value ETF
IUSV
$23.9B
$5.53M 0.67%
55,293
-1,523
BRK.B icon
31
Berkshire Hathaway Class B
BRK.B
$1.11T
$5.31M 0.65%
10,555
-630
EFV icon
32
iShares MSCI EAFE Value ETF
EFV
$27.3B
$5.28M 0.64%
77,907
-1,084
IOO icon
33
iShares Global 100 ETF
IOO
$7.99B
$5.27M 0.64%
43,882
+762
PNC icon
34
PNC Financial Services
PNC
$74.8B
$5.17M 0.63%
25,726
+2,306
PSTG icon
35
Pure Storage
PSTG
$29.2B
$5.07M 0.62%
60,435
-1,393
VIGI icon
36
Vanguard International Dividend Appreciation ETF
VIGI
$8.96B
$5M 0.61%
55,774
-100
CMCSA icon
37
Comcast
CMCSA
$97.3B
$4.75M 0.58%
151,062
+5,871
QCOM icon
38
Qualcomm
QCOM
$180B
$4.74M 0.58%
28,499
+1,006
ETN icon
39
Eaton
ETN
$134B
$4.39M 0.54%
11,735
+59
IBM icon
40
IBM
IBM
$288B
$4.19M 0.51%
14,852
+74
SCHW icon
41
Charles Schwab
SCHW
$165B
$4.15M 0.51%
43,480
-248
BLK icon
42
Blackrock
BLK
$162B
$4.1M 0.5%
3,513
-36
EBAY icon
43
eBay
EBAY
$37.4B
$4.05M 0.49%
44,525
-380
DFAU icon
44
Dimensional US Core Equity Market ETF
DFAU
$10.1B
$3.97M 0.48%
86,858
+1,504
INTC icon
45
Intel
INTC
$193B
$3.93M 0.48%
117,091
-1,004
V icon
46
Visa
V
$645B
$3.92M 0.48%
11,473
+1
VYMI icon
47
Vanguard International High Dividend Yield ETF
VYMI
$13.5B
$3.82M 0.47%
45,140
+921
GS icon
48
Goldman Sachs
GS
$248B
$3.81M 0.46%
4,784
-279
NXPI icon
49
NXP Semiconductors
NXPI
$49.1B
$3.76M 0.46%
16,522
+773
EMR icon
50
Emerson Electric
EMR
$74.9B
$3.73M 0.45%
28,429
+238
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