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
$252M
AUM Growth
+$59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$1.08M
3
+$868K
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$830K
5
COST icon
Costco
COST
+$730K

Top Sells

1
+$1.75M
2
+$1.13M
3
+$944K
4
REET icon
iShares Global REIT ETF
REET
+$897K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$889K

Sector Composition

1 Technology 19.32%
2 Consumer Discretionary 10.12%
3 Healthcare 8.77%
4 Industrials 6.14%
5 Financials 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.04M 0.81%
5,150
-15
27
$2.01M 0.8%
19,591
+8,081
28
$1.94M 0.77%
7,447
+202
29
$1.93M 0.77%
84,372
+4,690
30
$1.78M 0.71%
18,011
+563
31
$1.73M 0.69%
22,725
+7,635
32
$1.71M 0.68%
10,484
-162
33
$1.68M 0.67%
5,465
-21
34
$1.67M 0.66%
53,280
+5,920
35
$1.65M 0.66%
48,088
-351
36
$1.54M 0.61%
36,476
+2,987
37
$1.52M 0.6%
32,525
+9,091
38
$1.49M 0.59%
7,899
+36
39
$1.47M 0.58%
3,989
+174
40
$1.45M 0.58%
24,173
+742
41
$1.45M 0.58%
28,658
+13,643
42
$1.43M 0.57%
14,948
+557
43
$1.42M 0.57%
14,510
-158
44
$1.41M 0.56%
14,123
+7,233
45
$1.4M 0.55%
3,228
-18
46
$1.39M 0.55%
11,684
-260
47
$1.38M 0.55%
16,521
-21,009
48
$1.33M 0.53%
5,367
+160
49
$1.29M 0.51%
19,781
+201
50
$1.28M 0.51%
2,171
+616
1
2
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