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
$214M
AUM Growth
-$2.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$287K
2
+$128K
3
+$121K
4
DWX icon
SPDR S&P International Dividend ETF
DWX
+$114K
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$97K

Sector Composition

1 Technology 14.19%
2 Industrials 11.37%
3 Consumer Discretionary 9.71%
4 Healthcare 8.53%
5 Financials 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$223K 0.1%
9,315
227
$223K 0.1%
2,410
228
$220K 0.1%
803
229
$219K 0.1%
2,746
230
$217K 0.1%
11,089
231
$216K 0.1%
3,549
232
$216K 0.1%
1,708
233
$215K 0.1%
4,345
234
$214K 0.1%
1,705
235
$212K 0.1%
2,435
236
$211K 0.1%
3,121
237
$207K 0.1%
5,341
238
$206K 0.1%
1,322
239
$204K 0.1%
8,756
240
$202K 0.09%
8,588
241
$184K 0.09%
22,974
242
$180K 0.08%
18,996
243
$176K 0.08%
16,241
244
$174K 0.08%
49,762
245
$170K 0.08%
24,204
246
$168K 0.08%
36,691
247
$149K 0.07%
33,530
248
$148K 0.07%
19,751
249
$102K 0.05%
14,007
250
$81K 0.04%
30,000
7 8 9
10
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