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
151
$603K 0.14%
11,402
+3,092
152
$603K 0.14%
16,124
+6,001
153
$602K 0.14%
10,432
+2,526
154
$598K 0.14%
6,175
+1,505
155
$598K 0.14%
2,280
-120
156
$597K 0.14%
4,394
+1,802
157
$595K 0.14%
5,699
+758
158
$595K 0.14%
3,537
-529
159
$594K 0.14%
39,315
-13,657
160
$594K 0.14%
16,628
+8,661
161
$593K 0.14%
9,898
+5,564
162
$590K 0.14%
5,798
+309
163
$585K 0.14%
23,862
+2,090
164
$585K 0.14%
45,253
-21,762
165
$583K 0.14%
4,611
-348
166
$580K 0.14%
26,627
+2,925
167
$577K 0.14%
13,098
+3,222
168
$576K 0.14%
13,004
+94
169
$573K 0.13%
70,351
+689
170
$569K 0.13%
3,793
+191
171
$569K 0.13%
17,886
-501
172
$556K 0.13%
17,948
-1,024
173
$555K 0.13%
1,522
-705
174
$546K 0.13%
8,985
+238
175
$544K 0.13%
10,393
+570
5 6
7
8 9