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
151
$357K 0.14%
4,863
-145
152
$353K 0.14%
1,677
-17
153
$352K 0.14%
2,382
-990
154
$349K 0.14%
+12,437
155
$349K 0.14%
4,645
+70
156
$347K 0.14%
4,179
-414
157
$343K 0.14%
3,310
-34
158
$337K 0.13%
9,998
-476
159
$334K 0.13%
1,950
-85
160
$329K 0.13%
6,213
-159
161
$328K 0.13%
22,277
+200
162
$326K 0.13%
1,702
-499
163
$325K 0.13%
8,870
-24,260
164
$322K 0.13%
+4,856
165
$321K 0.13%
10,543
+1,445
166
$321K 0.13%
3,254
167
$320K 0.13%
4,644
-1,084
168
$315K 0.13%
2,482
-49
169
$313K 0.12%
9,310
-888
170
$312K 0.12%
8,105
-5,974
171
$311K 0.12%
4,458
-11,312
172
$311K 0.12%
+2,951
173
$310K 0.12%
+8,470
174
$308K 0.12%
7,369
-428
175
$306K 0.12%
4,816
+139
5 6
7
8 9