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
51
$2.92M 0.53%
16,691
+563
52
$2.86M 0.51%
37,270
-404
53
$2.76M 0.5%
10,611
+659
54
$2.61M 0.47%
37,979
+1,838
55
$2.6M 0.47%
29,862
+2,216
56
$2.6M 0.47%
15,368
-3,015
57
$2.58M 0.46%
35,693
+3,453
58
$2.55M 0.46%
69,848
+4,671
59
$2.47M 0.44%
33,298
-507
60
$2.46M 0.44%
52,216
+2,128
61
$2.45M 0.44%
2,942
+317
62
$2.45M 0.44%
5,384
+96
63
$2.45M 0.44%
29,272
-1,360
64
$2.42M 0.43%
32,599
+1,810
65
$2.41M 0.43%
45,985
+265
66
$2.38M 0.43%
47,608
+3,083
67
$2.37M 0.43%
24,380
-250
68
$2.26M 0.41%
14,480
-175
69
$2.23M 0.4%
5,805
-74
70
$2.22M 0.4%
70,261
+18,907
71
$2.15M 0.39%
13,311
+2,192
72
$2.12M 0.38%
15,907
+1,265
73
$2.09M 0.38%
17,049
+1,241
74
$2.07M 0.37%
13,108
-63
75
$1.99M 0.36%
47,359
-2,348
1 2
3
4 5