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
$425M
AUM Growth
+$61.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.2M
3
+$848K
4
GDX icon
VanEck Gold Miners ETF
GDX
+$823K
5
BCX icon
BlackRock Resources & Commodities Strategy Trust
BCX
+$811K

Top Sells

1
+$1.86M
2
+$616K
3
+$595K
4
XOM icon
Exxon Mobil
XOM
+$585K
5
DHI icon
D.R. Horton
DHI
+$522K

Sector Composition

1 Technology 24.26%
2 Consumer Discretionary 9.69%
3 Healthcare 8.76%
4 Industrials 6.48%
5 Energy 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.47M 0.82%
45,522
-5,749
27
$3.35M 0.79%
248,079
-2,103
28
$3.34M 0.78%
15,687
-755
29
$3.16M 0.74%
57,094
-3,795
30
$3.09M 0.73%
6,714
-378
31
$3.04M 0.71%
6,163
-196
32
$3.02M 0.71%
102,490
-20,866
33
$3.01M 0.71%
32,158
+22,517
34
$2.96M 0.7%
62,418
-5,127
35
$2.9M 0.68%
19,714
-375
36
$2.82M 0.66%
28,082
-1,559
37
$2.67M 0.63%
13,227
-454
38
$2.65M 0.62%
19,818
+555
39
$2.65M 0.62%
115,366
+6,181
40
$2.63M 0.62%
31,892
-5,958
41
$2.58M 0.61%
18,411
+1,086
42
$2.56M 0.6%
15,135
-1,039
43
$2.55M 0.6%
34,962
-622
44
$2.51M 0.59%
213,329
+41,480
45
$2.5M 0.59%
30,880
+3,198
46
$2.49M 0.59%
12,879
-293
47
$2.45M 0.58%
18,199
-539
48
$2.45M 0.58%
10,889
-151
49
$2.42M 0.57%
4,198
+3
50
$2.36M 0.56%
20,428
+4,274
1
2
3 4 5