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
176
$399K 0.11%
7,146
-147
177
$398K 0.11%
3,548
+178
178
$398K 0.11%
3,722
+25
179
$397K 0.11%
9,067
+1,791
180
$394K 0.11%
8,464
-2,355
181
$394K 0.11%
2,400
+30
182
$393K 0.11%
945
+18
183
$388K 0.11%
1,723
-50
184
$387K 0.11%
7,906
-206
185
$387K 0.11%
7,690
+207
186
$385K 0.11%
3,602
+355
187
$385K 0.11%
18,387
+1,071
188
$383K 0.11%
4,489
+524
189
$383K 0.11%
3,576
-95
190
$382K 0.11%
8,896
+78
191
$382K 0.11%
7,587
-505
192
$380K 0.1%
3,714
-31
193
$377K 0.1%
4,305
+2,033
194
$368K 0.1%
3,617
-132
195
$367K 0.1%
13,274
-486
196
$367K 0.1%
8,365
-155
197
$367K 0.1%
7,599
-60
198
$367K 0.1%
2,973
199
$365K 0.1%
1,307
-265
200
$365K 0.1%
2,864
-71
6 7
8
9 10