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
126
$1.23M 0.17%
2,804
+361
127
$1.21M 0.17%
5,124
+396
128
$1.2M 0.17%
11,824
-726
129
$1.18M 0.16%
34,357
+5,086
130
$1.17M 0.16%
24,260
+2,543
131
$1.16M 0.16%
37,294
+5,809
132
$1.15M 0.16%
31,269
+398
133
$1.15M 0.16%
27,282
+10,906
134
$1.14M 0.16%
938
+146
135
$1.14M 0.16%
55,579
+4,993
136
$1.13M 0.16%
3,536
-67
137
$1.12M 0.16%
39,206
+2,554
138
$1.12M 0.16%
46,197
+4,526
139
$1.11M 0.15%
42,512
-535
140
$1.1M 0.15%
113,354
+49,559
141
$1.09M 0.15%
22,249
-3,364
142
$1.08M 0.15%
22,059
-284
143
$1.06M 0.15%
6,919
+1,041
144
$1.06M 0.15%
31,255
-61
145
$1.04M 0.14%
1,293
+95
146
$1.01M 0.14%
7,412
+198
147
$1.01M 0.14%
16,014
-315
148
$995K 0.14%
41,014
+1,128
149
$994K 0.14%
29,869
+528
150
$959K 0.13%
6,296
-289
4 5
6
7 8