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
76
$911K 0.36%
8,348
+3,884
77
$907K 0.36%
5,855
+98
78
$894K 0.36%
7,119
-1,235
79
$889K 0.35%
14,263
+649
80
$879K 0.35%
22,859
+4,832
81
$868K 0.34%
+9,465
82
$832K 0.33%
62,669
+39,863
83
$820K 0.33%
477,983
+42,162
84
$772K 0.31%
130,884
+119,293
85
$748K 0.3%
11,782
-8,242
86
$746K 0.3%
5,159
+183
87
$733K 0.29%
11,778
-3,913
88
$726K 0.29%
2,549
-5
89
$707K 0.28%
16,239
-1,529
90
$702K 0.28%
+20,491
91
$697K 0.28%
5,604
+858
92
$696K 0.28%
11,191
+4,994
93
$683K 0.27%
2,323
+795
94
$665K 0.26%
25,128
+667
95
$661K 0.26%
2,047
+51
96
$638K 0.25%
22,155
+5,730
97
$630K 0.25%
8,320
+200
98
$598K 0.24%
+15,771
99
$581K 0.23%
4,021
+8
100
$581K 0.23%
11,573
-416
2 3
4
5 6