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
101
$1.38M 0.25%
12,518
+148
102
$1.33M 0.24%
58,692
+1,146
103
$1.28M 0.23%
15,034
+3,286
104
$1.26M 0.23%
2,069
+539
105
$1.25M 0.23%
8,936
+194
106
$1.23M 0.22%
3,849
-672
107
$1.19M 0.21%
7,254
+504
108
$1.17M 0.21%
47,143
+11,311
109
$1.15M 0.21%
3,151
+883
110
$1.15M 0.21%
1,599
-572
111
$1.13M 0.2%
6,945
-1,823
112
$1.13M 0.2%
10,505
-678
113
$1.12M 0.2%
63,605
+1,171
114
$1.04M 0.19%
18,045
+159
115
$1.03M 0.18%
2,316
-68
116
$1.03M 0.18%
7,137
-79
117
$1M 0.18%
56,424
-4,161
118
$991K 0.18%
7,889
+15
119
$977K 0.18%
3,679
-1,271
120
$974K 0.18%
18,959
+5,857
121
$967K 0.17%
10,124
+183
122
$959K 0.17%
1,939
+563
123
$956K 0.17%
30,692
+2,198
124
$947K 0.17%
1,978
+104
125
$937K 0.17%
6,292
+4,054
3 4
5
6 7