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
101
$1.84M 0.26%
45,258
+8,942
102
$1.83M 0.26%
143,098
+6,976
103
$1.83M 0.26%
57,614
-536
104
$1.78M 0.25%
8,155
-9
105
$1.64M 0.23%
6,354
-2
106
$1.61M 0.22%
73,156
+3,282
107
$1.6M 0.22%
3,023
+1,263
108
$1.54M 0.21%
13,133
-1,558
109
$1.52M 0.21%
7,538
-101
110
$1.5M 0.21%
19,125
-968
111
$1.49M 0.21%
34,416
-4,895
112
$1.46M 0.2%
30,404
+4,666
113
$1.4M 0.2%
11,988
-95
114
$1.4M 0.2%
3,437
-53
115
$1.4M 0.2%
104,941
+6,367
116
$1.38M 0.19%
12,538
-855
117
$1.38M 0.19%
2,497
+15
118
$1.37M 0.19%
12,387
+1,427
119
$1.35M 0.19%
13,162
-508
120
$1.33M 0.19%
6,465
-375
121
$1.33M 0.19%
14,594
-893
122
$1.32M 0.18%
8,275
+15
123
$1.31M 0.18%
12,946
-647
124
$1.29M 0.18%
9,995
-546
125
$1.27M 0.18%
5,516
+102
3 4
5
6 7