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
76
$1.69M 0.4%
13,520
+167
77
$1.68M 0.39%
10,166
+2,280
78
$1.68M 0.39%
13,484
-404
79
$1.62M 0.38%
109,458
+6,126
80
$1.59M 0.37%
24,607
+8,289
81
$1.57M 0.37%
35,574
-2,866
82
$1.47M 0.35%
51,158
+25,508
83
$1.46M 0.34%
10,542
-196
84
$1.46M 0.34%
13,815
-649
85
$1.45M 0.34%
13,101
+494
86
$1.44M 0.34%
88,510
-4,889
87
$1.43M 0.34%
9,349
+1,220
88
$1.42M 0.33%
19,491
+1,396
89
$1.38M 0.33%
12,610
-636
90
$1.35M 0.32%
18,984
+504
91
$1.33M 0.31%
14,315
+434
92
$1.3M 0.3%
43,070
+3,243
93
$1.27M 0.3%
25,570
+470
94
$1.23M 0.29%
3,310
+8
95
$1.21M 0.29%
6,029
+528
96
$1.21M 0.28%
5,297
+168
97
$1.2M 0.28%
12,288
-4,801
98
$1.2M 0.28%
+33,248
99
$1.19M 0.28%
59,280
-2,016
100
$1.11M 0.26%
5,282
+905
2 3
4
5 6