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
$556M
AUM Growth
+$56.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$982K
3
+$867K
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$811K
5
MCK icon
McKesson
MCK
+$775K

Top Sells

1
+$3.72M
2
+$3.7M
3
+$1.72M
4
CVS icon
CVS Health
CVS
+$1.59M
5
SPLK
Splunk Inc
SPLK
+$693K

Sector Composition

1 Technology 28.51%
2 Consumer Discretionary 10.14%
3 Healthcare 7.22%
4 Communication Services 6.24%
5 Financials 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.28M 0.77%
73,674
-5,462
27
$4.09M 0.74%
44,806
+93
28
$4.04M 0.73%
16,309
+542
29
$4.04M 0.73%
29,671
-155
30
$3.89M 0.7%
19,426
+129
31
$3.83M 0.69%
4,927
+2,186
32
$3.83M 0.69%
63,591
+2,148
33
$3.81M 0.69%
5,456
-121
34
$3.76M 0.68%
28,473
+972
35
$3.73M 0.67%
410,765
+95,452
36
$3.69M 0.66%
70,928
-3,606
37
$3.66M 0.66%
11,710
+342
38
$3.61M 0.65%
17,523
+2,648
39
$3.47M 0.62%
11,528
+70
40
$3.47M 0.62%
220,528
-6,476
41
$3.28M 0.59%
53,633
+12,201
42
$3.28M 0.59%
17,158
+87
43
$3.2M 0.58%
134,424
+7,399
44
$3.19M 0.57%
105,406
+26,839
45
$3.13M 0.56%
19,354
+617
46
$3.12M 0.56%
7,414
+212
47
$3.07M 0.55%
15,899
+963
48
$3.04M 0.55%
10,908
+423
49
$3.04M 0.55%
29,987
-3,702
50
$3M 0.54%
18,993
-801
1
2
3 4 5