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
151
$958K 0.13%
13,968
+299
152
$925K 0.13%
15,873
-2,835
153
$924K 0.13%
3,167
-59
154
$907K 0.13%
8,000
-78
155
$896K 0.12%
2,307
-36
156
$892K 0.12%
29,787
-2,379
157
$891K 0.12%
19,789
+3,382
158
$890K 0.12%
145,918
-6,774
159
$875K 0.12%
165,457
-614
160
$869K 0.12%
4,163
-561
161
$867K 0.12%
128,988
+5,083
162
$861K 0.12%
10,778
+2,409
163
$861K 0.12%
7,879
-139
164
$855K 0.12%
6,752
+488
165
$852K 0.12%
31,422
+3,013
166
$843K 0.12%
17,820
+271
167
$841K 0.12%
4,341
+39
168
$840K 0.12%
21,913
-826
169
$827K 0.12%
126,269
+28,667
170
$827K 0.12%
1,876
171
$825K 0.12%
20,294
-691
172
$801K 0.11%
32,426
+650
173
$792K 0.11%
10,364
-876
174
$791K 0.11%
276,729
+45,631
175
$788K 0.11%
2,036
+103
5 6
7
8 9