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
1
$28.4M 6.69%
114,643
+18
2
$15.5M 3.65%
107,876
-1,027
3
$9.48M 2.23%
95,513
+1,126
4
$7.8M 1.83%
1,468,147
-17,188
5
$7.52M 1.77%
48,375
+47
6
$7.08M 1.66%
63,918
+678
7
$6.52M 1.53%
55,379
-4,971
8
$5.7M 1.34%
287,660
-6,910
9
$5.16M 1.21%
68,576
-91
10
$4.97M 1.17%
45,730
+1,765
11
$4.84M 1.14%
30,194
-198
12
$4.83M 1.14%
261,238
+11,476
13
$4.71M 1.11%
91,910
-1,491
14
$4.67M 1.1%
78,040
+220
15
$4.65M 1.09%
9,337
-38
16
$4.39M 1.03%
88,160
+614
17
$4.05M 0.95%
54,511
-260
18
$3.97M 0.93%
39,999
-185
19
$3.95M 0.93%
91,400
+8,685
20
$3.87M 0.91%
56,932
-592
21
$3.76M 0.88%
145,668
+15,093
22
$3.7M 0.87%
91,615
-852
23
$3.65M 0.86%
19,463
-236
24
$3.6M 0.85%
36,953
+84
25
$3.47M 0.82%
32,512
-1,578
1
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