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
51
$1.99M 0.55%
16,442
+363
52
$1.96M 0.54%
11,040
+1
53
$1.95M 0.54%
24,124
-871
54
$1.9M 0.52%
35,998
-933
55
$1.85M 0.51%
146,359
+32,663
56
$1.83M 0.5%
15,063
-445
57
$1.82M 0.5%
6,835
+81
58
$1.81M 0.5%
17,325
-89
59
$1.78M 0.49%
44,455
-744
60
$1.78M 0.49%
17,488
-223
61
$1.76M 0.48%
28,991
-584
62
$1.74M 0.48%
57,996
-4,130
63
$1.71M 0.47%
9,544
+85
64
$1.69M 0.46%
24,432
+5,776
65
$1.68M 0.46%
38,440
+1,777
66
$1.64M 0.45%
17,089
-1,328
67
$1.61M 0.44%
10,738
-140
68
$1.59M 0.44%
5,767
-28
69
$1.56M 0.43%
13,172
-361
70
$1.53M 0.42%
171,849
+40,801
71
$1.53M 0.42%
13,888
-273
72
$1.49M 0.41%
39,228
+2,353
73
$1.47M 0.4%
10,255
-54
74
$1.46M 0.4%
56,697
+1,336
75
$1.41M 0.39%
103,332
+8,341
1 2
3
4 5