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
201
$668K 0.09%
3,777
+520
202
$667K 0.09%
+7,862
203
$665K 0.09%
9,834
+1,365
204
$664K 0.09%
7,077
-313
205
$664K 0.09%
11,381
-940
206
$662K 0.09%
9,400
+133
207
$660K 0.09%
23,928
+642
208
$658K 0.09%
20,572
-3,292
209
$657K 0.09%
86,508
+23,084
210
$648K 0.09%
6,031
-216
211
$645K 0.09%
5,235
+99
212
$645K 0.09%
5,592
-54
213
$639K 0.09%
7,711
+1,520
214
$627K 0.09%
8,431
-416
215
$620K 0.09%
17,004
-1,262
216
$614K 0.09%
16,394
+641
217
$614K 0.09%
993
+51
218
$612K 0.09%
4,952
-140
219
$593K 0.08%
16,527
+4,596
220
$589K 0.08%
8,025
-139
221
$587K 0.08%
655
-30
222
$582K 0.08%
11,604
-219
223
$575K 0.08%
1,151
-21
224
$573K 0.08%
2,147
-1,091
225
$563K 0.08%
1,942
-172
7 8
9
10 11