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
176
$306K 0.12%
1,682
+115
177
$305K 0.12%
+2,107
178
$300K 0.12%
3,372
179
$299K 0.12%
+1,588
180
$298K 0.12%
+8,067
181
$298K 0.12%
19,991
+263
182
$292K 0.12%
2,032
-43
183
$292K 0.12%
+1,481
184
$292K 0.12%
+2,701
185
$289K 0.11%
3,301
-162
186
$287K 0.11%
4,617
-669
187
$285K 0.11%
2,345
-186
188
$277K 0.11%
2,024
-2,036
189
$273K 0.11%
2,746
190
$272K 0.11%
5,404
-159
191
$271K 0.11%
2,616
-9
192
$271K 0.11%
+1,283
193
$267K 0.11%
5,016
-186
194
$267K 0.11%
17,580
-1,170
195
$266K 0.11%
+631
196
$265K 0.11%
3,327
197
$265K 0.11%
1,983
-794
198
$254K 0.1%
1,282
-365
199
$254K 0.1%
13,972
-33
200
$253K 0.1%
+4,450
6 7
8
9 10