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
101
$567K 0.23%
10,335
-79
102
$555K 0.22%
15,742
+1,160
103
$553K 0.22%
11,816
-2,111
104
$540K 0.21%
+4,146
105
$536K 0.21%
2,076
-109
106
$528K 0.21%
8,930
-6
107
$517K 0.21%
1,786
+33
108
$509K 0.2%
7,203
+125
109
$503K 0.2%
3,030
+154
110
$500K 0.2%
1,643
-166
111
$497K 0.2%
7,340
-16,667
112
$495K 0.2%
21,328
-80
113
$493K 0.2%
2,274
+48
114
$491K 0.2%
15,509
-3,109
115
$487K 0.19%
8,925
+1,588
116
$486K 0.19%
7,324
+1,656
117
$486K 0.19%
3,052
-2,487
118
$484K 0.19%
1,864
-20
119
$482K 0.19%
1,862
-46
120
$482K 0.19%
3,578
-1,260
121
$481K 0.19%
4,506
+1
122
$467K 0.19%
1,750
123
$456K 0.18%
1,190
-31
124
$454K 0.18%
3,283
+855
125
$452K 0.18%
4,267
3 4
5
6 7