1WA

180 Wealth Advisors Portfolio holdings

AUM $878M
1-Year Est. Return 37.53%
This Quarter Est. Return
1 Year Est. Return
+37.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$717M
AUM Growth
+$89.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$1.61M
3
+$1.45M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$918K
5
BCX icon
BlackRock Resources & Commodities Strategy Trust
BCX
+$910K

Top Sells

1
+$2.92M
2
+$651K
3
+$644K
4
AVGO icon
Broadcom
AVGO
+$627K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$577K

Sector Composition

1 Technology 29.29%
2 Consumer Discretionary 8.49%
3 Healthcare 6.89%
4 Financials 6.29%
5 Communication Services 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.58M 0.78%
107,204
+2,210
27
$5.43M 0.76%
11,185
+558
28
$5.43M 0.76%
18,734
-285
29
$5.38M 0.75%
56,816
-629
30
$5.36M 0.75%
155,650
+4,087
31
$5.18M 0.72%
145,191
+2,997
32
$5.04M 0.7%
55,874
+310
33
$5.01M 0.7%
78,991
+670
34
$4.65M 0.65%
43,120
-953
35
$4.38M 0.61%
27,493
+495
36
$4.37M 0.61%
23,420
-2,746
37
$4.36M 0.61%
14,778
-801
38
$4.17M 0.58%
11,676
+388
39
$4.07M 0.57%
11,472
-109
40
$3.99M 0.56%
43,728
+858
41
$3.76M 0.52%
28,191
+524
42
$3.73M 0.52%
40,712
-2,175
43
$3.72M 0.52%
3,549
-47
44
$3.62M 0.5%
85,354
+3,769
45
$3.58M 0.5%
5,063
-66
46
$3.56M 0.5%
61,828
-1,524
47
$3.54M 0.49%
44,219
+950
48
$3.5M 0.49%
32,427
-339
49
$3.44M 0.48%
15,749
+373
50
$3.43M 0.48%
189,299
-17,986
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