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
126
$445K 0.18%
3,327
+207
127
$443K 0.18%
5,059
128
$441K 0.18%
9,718
-336
129
$424K 0.17%
+17,622
130
$424K 0.17%
20,302
-42,951
131
$423K 0.17%
3,564
-975
132
$418K 0.17%
15,123
+1,420
133
$418K 0.17%
2,458
+1,069
134
$411K 0.16%
2,884
-109
135
$406K 0.16%
4,908
+212
136
$401K 0.16%
4,551
-140
137
$398K 0.16%
5,370
+225
138
$398K 0.16%
+3,975
139
$396K 0.16%
1,249
-205
140
$389K 0.15%
4,154
-75
141
$384K 0.15%
5,187
142
$382K 0.15%
13,592
-885
143
$381K 0.15%
5,255
-13,019
144
$380K 0.15%
5,879
+113
145
$379K 0.15%
2,706
+314
146
$373K 0.15%
8,714
+866
147
$372K 0.15%
3,969
+30
148
$372K 0.15%
1,534
+35
149
$365K 0.15%
3,958
-74
150
$360K 0.14%
891
4 5
6
7 8