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
201
$363K 0.1%
4,506
+480
202
$362K 0.1%
6,599
-556
203
$362K 0.1%
11,920
+3,852
204
$361K 0.1%
5,028
+2,176
205
$360K 0.1%
13,516
+2,541
206
$359K 0.1%
4,981
+343
207
$355K 0.1%
9,326
+2,432
208
$354K 0.1%
16,480
-238
209
$354K 0.1%
11,855
-104
210
$352K 0.1%
6,399
+598
211
$351K 0.1%
3,298
-647
212
$349K 0.1%
1,228
-27
213
$346K 0.1%
27,640
+500
214
$342K 0.09%
1,511
-970
215
$341K 0.09%
2,616
-776
216
$341K 0.09%
1,813
-35
217
$340K 0.09%
+10,781
218
$339K 0.09%
5,826
-14
219
$338K 0.09%
17,563
+6,098
220
$337K 0.09%
4,670
+37
221
$335K 0.09%
+3,294
222
$332K 0.09%
1,955
-474
223
$328K 0.09%
11,998
+52
224
$325K 0.09%
9,850
-1,860
225
$325K 0.09%
34,091
+8,042
7 8
9
10 11