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
201
$447K 0.11%
3,580
+4
202
$447K 0.11%
+18,364
203
$444K 0.1%
5,438
-176
204
$439K 0.1%
2,924
+60
205
$431K 0.1%
8,295
-70
206
$428K 0.1%
5,698
-945
207
$427K 0.1%
855
+6
208
$426K 0.1%
6,267
+441
209
$426K 0.1%
3,417
-297
210
$422K 0.1%
6,551
-1,913
211
$421K 0.1%
9,465
+398
212
$419K 0.1%
13,884
+368
213
$418K 0.1%
3,405
+107
214
$416K 0.1%
3,801
-1,597
215
$413K 0.1%
3,031
-1,252
216
$410K 0.1%
5,901
-29
217
$408K 0.1%
25,327
-1,070
218
$403K 0.09%
3,972
-333
219
$391K 0.09%
8,814
-82
220
$391K 0.09%
2,370
-19
221
$390K 0.09%
1,788
-25
222
$389K 0.09%
8,386
+2,759
223
$387K 0.09%
15,774
-706
224
$386K 0.09%
4,550
+44
225
$385K 0.09%
3,338
+44
7 8
9
10 11