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
126
$935K 0.17%
1,226
+164
127
$933K 0.17%
17,203
-1,762
128
$926K 0.17%
10,649
+242
129
$920K 0.17%
12,684
-112
130
$918K 0.17%
11,608
-64
131
$918K 0.17%
18,296
+4,273
132
$886K 0.16%
15,064
-800
133
$882K 0.16%
18,416
+360
134
$881K 0.16%
38,318
+4,975
135
$879K 0.16%
906
-7
136
$867K 0.16%
46,103
+16
137
$863K 0.16%
2,507
+98
138
$852K 0.15%
19,469
-247
139
$850K 0.15%
2,035
+19
140
$849K 0.15%
9,181
+88
141
$843K 0.15%
4,123
+150
142
$842K 0.15%
5,086
+133
143
$841K 0.15%
6,549
+223
144
$838K 0.15%
69,699
+11,016
145
$822K 0.15%
31,435
+1,320
146
$812K 0.15%
56,790
+11,476
147
$803K 0.14%
3,089
+416
148
$791K 0.14%
28,489
+857
149
$783K 0.14%
15,884
+1,578
150
$778K 0.14%
1,542
+7
4 5
6
7 8