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
176
$542K 0.13%
20,479
+2,582
177
$539K 0.13%
5,950
+2,067
178
$533K 0.13%
1,152
-157
179
$533K 0.13%
4,093
-10
180
$533K 0.13%
1,456
-442
181
$531K 0.12%
2,949
-197
182
$529K 0.12%
6,581
+182
183
$529K 0.12%
21,791
+277
184
$522K 0.12%
1,240
+309
185
$521K 0.12%
5,456
-82
186
$521K 0.12%
41,921
+7,830
187
$520K 0.12%
4,645
+156
188
$519K 0.12%
8,877
-45
189
$514K 0.12%
2,015
+292
190
$502K 0.12%
1,330
+102
191
$500K 0.12%
3,394
+227
192
$489K 0.12%
1,579
+272
193
$484K 0.11%
7,664
-18
194
$476K 0.11%
+20,038
195
$471K 0.11%
2,622
+10
196
$468K 0.11%
1,084
+20
197
$466K 0.11%
4,051
+503
198
$464K 0.11%
4,892
-435
199
$464K 0.11%
1,986
+740
200
$448K 0.11%
4,857
-124
6 7
8
9 10