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
151
$777K 0.14%
7,030
+762
152
$775K 0.14%
+1,443
153
$774K 0.14%
8,828
-1,124
154
$759K 0.14%
3,670
+1,436
155
$757K 0.14%
20,337
+950
156
$757K 0.14%
3,547
+84
157
$753K 0.14%
20,968
+1,585
158
$746K 0.13%
1,876
+1
159
$742K 0.13%
137,952
+5,495
160
$740K 0.13%
22,083
+3,671
161
$737K 0.13%
19,428
-1,474
162
$702K 0.13%
1,457
+26
163
$689K 0.12%
29,092
+712
164
$679K 0.12%
51,147
+6,767
165
$678K 0.12%
1,166
-18
166
$670K 0.12%
+1,092
167
$666K 0.12%
3,196
+65
168
$663K 0.12%
13,847
+304
169
$661K 0.12%
16,454
-698
170
$661K 0.12%
2,344
-33
171
$649K 0.12%
3,597
+306
172
$648K 0.12%
20,272
+776
173
$647K 0.12%
10,480
-343
174
$636K 0.11%
10,536
-1,828
175
$636K 0.11%
2,497
-59
5 6
7
8 9