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
51
$1.26M 0.5%
22,453
-2
52
$1.24M 0.49%
6,846
-46
53
$1.2M 0.48%
13,858
+533
54
$1.2M 0.48%
19,827
+818
55
$1.17M 0.46%
9,739
+423
56
$1.11M 0.44%
14,235
-114
57
$1.1M 0.44%
42,691
+622
58
$1.1M 0.44%
58,068
-5,840
59
$1.1M 0.44%
5,842
+788
60
$1.08M 0.43%
+101,210
61
$1.08M 0.43%
105,960
+3,280
62
$1.07M 0.43%
2,176
-132
63
$1.06M 0.42%
7,142
+3,863
64
$1.03M 0.41%
5,399
+157
65
$1.03M 0.41%
29,690
-230
66
$1.02M 0.4%
10,076
+765
67
$1M 0.4%
3,272
+322
68
$1M 0.4%
26,549
+1,233
69
$982K 0.39%
8,877
+277
70
$979K 0.39%
5,630
+452
71
$963K 0.38%
58,701
+27,895
72
$955K 0.38%
3,233
-35
73
$934K 0.37%
27,934
+1,008
74
$914K 0.36%
41,568
+6,318
75
$913K 0.36%
6,320
-169
1 2
3
4 5