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
76
$2.45M 0.34%
13,386
-268
77
$2.36M 0.33%
24,293
-234
78
$2.36M 0.33%
9,902
-858
79
$2.34M 0.33%
42,456
+6,621
80
$2.34M 0.33%
14,217
+116
81
$2.27M 0.32%
58,521
+4,901
82
$2.27M 0.32%
65,790
+30
83
$2.25M 0.31%
28,648
-1,587
84
$2.22M 0.31%
23,689
-1,976
85
$2.22M 0.31%
7,860
+280
86
$2.19M 0.31%
75,545
+5,800
87
$2.18M 0.3%
4,277
+430
88
$2.15M 0.3%
2,763
+129
89
$2.12M 0.3%
37,785
+1,505
90
$2.08M 0.29%
6,143
+514
91
$2.07M 0.29%
13,520
-754
92
$2.06M 0.29%
46,905
-1,827
93
$2.04M 0.28%
5,555
-2
94
$2.01M 0.28%
15,674
-92
95
$1.97M 0.27%
3,620
-231
96
$1.91M 0.27%
9,788
-30
97
$1.88M 0.26%
12,894
-205
98
$1.88M 0.26%
4,058
-171
99
$1.88M 0.26%
21,545
-1,127
100
$1.84M 0.26%
63,483
-7,715
2 3
4
5 6