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
51
$3.35M 0.47%
35,164
+2,717
52
$3.34M 0.47%
44,905
+446
53
$3.3M 0.46%
37,821
+787
54
$3.28M 0.46%
15,645
-79
55
$3.23M 0.45%
74,400
-984
56
$3.13M 0.44%
39,599
+4,970
57
$3.06M 0.43%
11,233
-279
58
$2.94M 0.41%
9,687
-69
59
$2.94M 0.41%
18,149
+9,962
60
$2.93M 0.41%
46,021
+14,415
61
$2.86M 0.4%
21,340
-4,810
62
$2.8M 0.39%
43,853
-9,028
63
$2.73M 0.38%
12,374
+236
64
$2.72M 0.38%
+46,270
65
$2.7M 0.38%
32,302
-456
66
$2.68M 0.37%
20,304
+821
67
$2.68M 0.37%
63,128
+12,398
68
$2.66M 0.37%
9,534
+230
69
$2.65M 0.37%
118,095
-9,821
70
$2.6M 0.36%
4,580
71
$2.6M 0.36%
18,133
-177
72
$2.57M 0.36%
24,413
+813
73
$2.47M 0.35%
36,817
+2,165
74
$2.47M 0.34%
7,861
-319
75
$2.46M 0.34%
246,092
+25,059
1 2
3
4 5