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
176
$634K 0.11%
57,285
-1,425
177
$632K 0.11%
9,038
-323
178
$632K 0.11%
24,530
+6,710
179
$622K 0.11%
9,277
+138
180
$619K 0.11%
4,840
-605
181
$610K 0.11%
3,027
-1,085
182
$596K 0.11%
5,053
-57
183
$596K 0.11%
6,445
-35
184
$593K 0.11%
33,345
+7,455
185
$589K 0.11%
22,500
+3,745
186
$589K 0.11%
3,615
+259
187
$582K 0.1%
7,112
-2,277
188
$578K 0.1%
1,326
-9
189
$563K 0.1%
20,557
+3,184
190
$562K 0.1%
1,977
-11
191
$562K 0.1%
8,291
+368
192
$561K 0.1%
12,871
-136
193
$561K 0.1%
3,078
+161
194
$551K 0.1%
7,609
+1,144
195
$548K 0.1%
7,291
+392
196
$533K 0.1%
3,150
-107
197
$533K 0.1%
4,118
+25
198
$530K 0.1%
2,793
+14
199
$529K 0.1%
1,354
+241
200
$522K 0.09%
24,011
-1,247
6 7
8
9 10