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
76
$1.38M 0.38%
8,129
+232
77
$1.35M 0.37%
2,461
-9
78
$1.32M 0.36%
16,154
+463
79
$1.32M 0.36%
14,464
-828
80
$1.29M 0.35%
18,095
-2,097
81
$1.25M 0.34%
13,246
+365
82
$1.24M 0.34%
34,549
+1,533
83
$1.15M 0.32%
12,607
-150
84
$1.14M 0.31%
9,027
+357
85
$1.14M 0.31%
41,592
+1,365
86
$1.13M 0.31%
7,886
-1,213
87
$1.12M 0.31%
93,399
+13,157
88
$1.09M 0.3%
13,881
-92
89
$1.09M 0.3%
5,129
+522
90
$1.08M 0.3%
3,302
+121
91
$1.07M 0.3%
5,501
-14
92
$1.03M 0.28%
39,827
+2,399
93
$990K 0.27%
3,380
-105
94
$940K 0.26%
61,296
+4,437
95
$925K 0.25%
18,480
+2,030
96
$919K 0.25%
25,100
-2,030
97
$899K 0.25%
2,508
+4
98
$860K 0.24%
10,405
-81
99
$857K 0.24%
26,718
+228
100
$857K 0.24%
52,972
-921
2 3
4
5 6