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
201
$253K 0.1%
7,730
+282
202
$253K 0.1%
+1,930
203
$251K 0.1%
+1,486
204
$251K 0.1%
2,611
-373
205
$249K 0.1%
+1,225
206
$248K 0.1%
+991
207
$245K 0.1%
+2,862
208
$244K 0.1%
4,094
-11,368
209
$243K 0.1%
+900
210
$237K 0.09%
+2,500
211
$233K 0.09%
4,638
-236
212
$231K 0.09%
1,366
-186
213
$230K 0.09%
+715
214
$229K 0.09%
+4,080
215
$229K 0.09%
+4,330
216
$229K 0.09%
5,524
-50
217
$229K 0.09%
+3,120
218
$228K 0.09%
33,504
-511
219
$228K 0.09%
+1,187
220
$226K 0.09%
24,276
-146
221
$224K 0.09%
4,138
-619
222
$222K 0.09%
+2,315
223
$222K 0.09%
4,397
224
$221K 0.09%
8,560
-8,525
225
$220K 0.09%
2,670
7 8
9
10 11