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
51
$2.35M 0.55%
34,952
-1,046
52
$2.28M 0.54%
80,904
-5,570
53
$2.28M 0.54%
17,808
+320
54
$2.27M 0.53%
29,031
-689
55
$2.25M 0.53%
29,305
-2,547
56
$2.19M 0.51%
7,029
+194
57
$2.17M 0.51%
149,229
+2,870
58
$2.16M 0.51%
24,605
+786
59
$2.15M 0.51%
14,957
-106
60
$2.14M 0.5%
44,260
-195
61
$2.13M 0.5%
4,808
-438
62
$2.05M 0.48%
28,432
-559
63
$2.04M 0.48%
44,886
+3,294
64
$1.97M 0.46%
34,293
-256
65
$1.95M 0.46%
23,843
-281
66
$1.94M 0.46%
9,576
+32
67
$1.89M 0.44%
56,292
-1,704
68
$1.86M 0.44%
2,449
-12
69
$1.81M 0.43%
5,770
+3
70
$1.81M 0.43%
12,815
+3,788
71
$1.75M 0.41%
57,487
+790
72
$1.74M 0.41%
29,326
+4,894
73
$1.72M 0.4%
42,722
+3,494
74
$1.71M 0.4%
10,071
-184
75
$1.7M 0.4%
62,178
+29,448
1 2
3
4 5