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
$363M
AUM Growth
-$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$706K
2
+$688K
3
+$506K
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$445K
5
PATH icon
UiPath
PATH
+$412K

Top Sells

1
+$463K
2
+$449K
3
+$392K
4
NOC icon
Northrop Grumman
NOC
+$357K
5
EL icon
Estee Lauder
EL
+$340K

Sector Composition

1 Technology 24.29%
2 Consumer Discretionary 11.31%
3 Healthcare 8.87%
4 Industrials 6.29%
5 Financials 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$566K 0.16%
5,398
-1,031
127
$566K 0.16%
13,323
+3,438
128
$562K 0.15%
4,217
+1,726
129
$553K 0.15%
6,037
-459
130
$552K 0.15%
14,103
+455
131
$540K 0.15%
1,880
132
$539K 0.15%
10,730
-4,705
133
$535K 0.15%
18,972
+1,388
134
$531K 0.15%
7,374
+2,605
135
$529K 0.15%
13,727
-330
136
$528K 0.15%
4,959
+125
137
$524K 0.14%
2,227
-228
138
$522K 0.14%
1,898
-405
139
$522K 0.14%
7,753
-344
140
$521K 0.14%
12,910
-148
141
$516K 0.14%
8,457
+94
142
$513K 0.14%
17,972
-52
143
$512K 0.14%
3,137
+964
144
$509K 0.14%
4,283
+1
145
$497K 0.14%
6,216
+159
146
$494K 0.14%
1,309
+2
147
$490K 0.13%
8,747
+538
148
$489K 0.13%
70
+26
149
$484K 0.13%
9,708
-928
150
$479K 0.13%
5,489
+379
4 5
6
7 8