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
126
$721K 0.17%
9,473
+3
127
$715K 0.17%
4,441
+224
128
$712K 0.17%
20,152
+265
129
$704K 0.17%
4,736
-33
130
$701K 0.17%
4,121
+984
131
$698K 0.16%
2,380
+202
132
$680K 0.16%
+6,500
133
$679K 0.16%
5,633
-583
134
$669K 0.16%
2,434
+418
135
$662K 0.16%
9,720
+2,803
136
$660K 0.16%
+18,112
137
$642K 0.15%
6,667
+1,501
138
$639K 0.15%
5,435
+1,818
139
$638K 0.15%
1,880
140
$636K 0.15%
12,590
-1,137
141
$636K 0.15%
52,229
+4,758
142
$636K 0.15%
3,742
+20
143
$632K 0.15%
6,592
+555
144
$631K 0.15%
+8,457
145
$618K 0.15%
9,800
+2,110
146
$617K 0.15%
8,970
-738
147
$617K 0.15%
+4,537
148
$610K 0.14%
18,133
+161
149
$610K 0.14%
892
-53
150
$604K 0.14%
15,556
+2,344
4 5
6
7 8