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
76
$1.91M 0.34%
9,974
-78
77
$1.91M 0.34%
8,567
+431
78
$1.89M 0.34%
11,637
-60
79
$1.88M 0.34%
67,019
+131
80
$1.87M 0.34%
21,689
+2,656
81
$1.81M 0.33%
55,530
-274
82
$1.81M 0.32%
132,549
+9,554
83
$1.8M 0.32%
3,737
+189
84
$1.75M 0.31%
39,613
+1,343
85
$1.73M 0.31%
17,764
-720
86
$1.71M 0.31%
15,477
+93
87
$1.68M 0.3%
54,347
+348
88
$1.66M 0.3%
8,625
-831
89
$1.64M 0.3%
24,392
+2,200
90
$1.63M 0.29%
29,827
-2,306
91
$1.59M 0.29%
16,893
+64
92
$1.57M 0.28%
14,708
+675
93
$1.54M 0.28%
25,616
+3,500
94
$1.5M 0.27%
25,884
+823
95
$1.47M 0.26%
3,681
+8
96
$1.44M 0.26%
5,859
-210
97
$1.43M 0.26%
31,510
+3,203
98
$1.41M 0.25%
5,002
-173
99
$1.39M 0.25%
38,436
+5,920
100
$1.39M 0.25%
2,636
+160
2 3
4
5 6