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
101
$990K 0.23%
27,140
+422
102
$982K 0.23%
2,414
-94
103
$981K 0.23%
17,207
+889
104
$973K 0.23%
16,980
+3,657
105
$952K 0.22%
11,650
+1,407
106
$933K 0.22%
2,682
+105
107
$914K 0.21%
9,814
+2,440
108
$886K 0.21%
3,536
-55
109
$881K 0.21%
25,345
-4,374
110
$877K 0.21%
45,430
-390
111
$866K 0.2%
130,074
+5,742
112
$856K 0.2%
10,947
+542
113
$855K 0.2%
16,655
+2,552
114
$853K 0.2%
4,902
+249
115
$848K 0.2%
+1,978
116
$840K 0.2%
39,490
+15,962
117
$823K 0.19%
+25,112
118
$820K 0.19%
14,009
+4,053
119
$817K 0.19%
2,301
-1,079
120
$811K 0.19%
+77,915
121
$807K 0.19%
6,663
+705
122
$792K 0.19%
4,295
-62
123
$754K 0.18%
8,398
-59
124
$743K 0.17%
11,301
+1,648
125
$723K 0.17%
+21,674
3 4
5
6 7