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
176
$782K 0.11%
5,688
-1,233
177
$781K 0.11%
9,808
-2,119
178
$768K 0.11%
18,310
-2,970
179
$760K 0.11%
78,285
+3,996
180
$759K 0.11%
8,133
-2,585
181
$756K 0.11%
14,377
-1,115
182
$755K 0.11%
15,479
-387
183
$753K 0.11%
3,865
+12
184
$742K 0.1%
9,589
+741
185
$741K 0.1%
16,015
-2,339
186
$737K 0.1%
10,621
+667
187
$734K 0.1%
1,182
-411
188
$726K 0.1%
63,380
-10,283
189
$725K 0.1%
3,980
-69
190
$723K 0.1%
3,043
-553
191
$718K 0.1%
22,583
-1,769
192
$717K 0.1%
276,851
+113,320
193
$713K 0.1%
27,752
+3,488
194
$708K 0.1%
13,112
+1,334
195
$699K 0.1%
9,382
-322
196
$697K 0.1%
2,286
+8
197
$696K 0.1%
26,288
+7,926
198
$695K 0.1%
11,853
-221
199
$695K 0.1%
1,236
-98
200
$675K 0.09%
43,196
-330
6 7
8
9 10