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
$363M
AUM Growth
-$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$706K
2
+$688K
3
+$506K
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$445K
5
PATH icon
UiPath
PATH
+$412K

Top Sells

1
+$463K
2
+$449K
3
+$392K
4
NOC icon
Northrop Grumman
NOC
+$357K
5
EL icon
Estee Lauder
EL
+$340K

Sector Composition

1 Technology 24.29%
2 Consumer Discretionary 11.31%
3 Healthcare 8.87%
4 Industrials 6.29%
5 Financials 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.92M 0.8%
67,545
+669
27
$2.83M 0.78%
19,699
-40
28
$2.78M 0.76%
123,356
+645
29
$2.76M 0.76%
250,182
-10,093
30
$2.74M 0.75%
7,092
+355
31
$2.73M 0.75%
20,089
-2,008
32
$2.71M 0.75%
92,467
-246
33
$2.64M 0.73%
16,174
+21
34
$2.57M 0.71%
13,681
-1,619
35
$2.47M 0.68%
5,246
-760
36
$2.45M 0.67%
130,575
+19,510
37
$2.44M 0.67%
31,852
+2,879
38
$2.43M 0.67%
29,641
-73
39
$2.37M 0.65%
86,474
-1,411
40
$2.35M 0.65%
35,584
-1,209
41
$2.35M 0.65%
37,850
-656
42
$2.27M 0.63%
23,819
+1,695
43
$2.23M 0.61%
18,738
+307
44
$2.19M 0.6%
13,353
-96
45
$2.18M 0.6%
19,263
-55
46
$2.14M 0.59%
29,720
+177
47
$2.13M 0.59%
4,195
-66
48
$2.12M 0.58%
27,682
-4,340
49
$2.02M 0.56%
16,254
-271
50
$2M 0.55%
109,185
+27,669
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