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
201
$516K 0.09%
+7,700
202
$509K 0.09%
5,079
+37
203
$508K 0.09%
83,278
-6,097
204
$507K 0.09%
3,852
+601
205
$506K 0.09%
1,459
+205
206
$502K 0.09%
57,521
+26,636
207
$500K 0.09%
8,224
-101
208
$498K 0.09%
952
-25
209
$496K 0.09%
17,216
+1,630
210
$492K 0.09%
8,035
-170
211
$489K 0.09%
1,959
-20
212
$489K 0.09%
1,054
+29
213
$489K 0.09%
77,682
+1,245
214
$480K 0.09%
2,333
-90
215
$478K 0.09%
42,126
+19,350
216
$471K 0.08%
3,037
+98
217
$469K 0.08%
8,621
+496
218
$462K 0.08%
1,125
-10
219
$459K 0.08%
1,823
+47
220
$455K 0.08%
14,243
+676
221
$451K 0.08%
12,985
-1,669
222
$446K 0.08%
5,791
+28
223
$445K 0.08%
3,616
+35
224
$444K 0.08%
2,548
-14
225
$441K 0.08%
1,522
+60
7 8
9
10 11