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
151
$468K 0.13%
5,614
-3,013
152
$465K 0.13%
2,016
-7
153
$464K 0.13%
3,146
-507
154
$464K 0.13%
21,514
+2,607
155
$463K 0.13%
21,772
+1,265
156
$462K 0.13%
4,103
157
$457K 0.13%
5,327
158
$448K 0.12%
9,823
+531
159
$445K 0.12%
2,994
-113
160
$444K 0.12%
8,922
+2,737
161
$444K 0.12%
23,702
+5,609
162
$440K 0.12%
26,397
-1,732
163
$439K 0.12%
7,682
+164
164
$434K 0.12%
4,365
-3,945
165
$430K 0.12%
5,166
+1,417
166
$428K 0.12%
9,819
-258
167
$427K 0.12%
9,956
-99
168
$425K 0.12%
3,167
+13
169
$424K 0.12%
6,917
-1,046
170
$421K 0.12%
6,643
-308
171
$416K 0.11%
5,538
-295
172
$412K 0.11%
849
173
$409K 0.11%
5,958
-667
174
$406K 0.11%
17,897
+3,433
175
$404K 0.11%
2,612
-2,902
5 6
7
8 9