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
$220M
AUM Growth
+$6.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.34M
3
+$1.32M
4
HDV icon
iShares Core High Dividend ETF
HDV
+$1.08M
5
IOO icon
iShares Global 100 ETF
IOO
+$1.01M

Top Sells

1
+$995K
2
+$843K
3
+$806K
4
HSBC icon
HSBC
HSBC
+$746K
5
RTX icon
RTX Corp
RTX
+$641K

Sector Composition

1 Technology 14.94%
2 Consumer Discretionary 10.02%
3 Industrials 9.3%
4 Healthcare 7.4%
5 Financials 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$226K 0.1%
23,383
+7,142
227
$222K 0.1%
+1,552
228
$221K 0.1%
3,715
-6,951
229
$220K 0.1%
+3,470
230
$219K 0.1%
+2,358
231
$218K 0.1%
+1,222
232
$217K 0.1%
4,105
-240
233
$212K 0.1%
+736
234
$209K 0.09%
+1,277
235
$208K 0.09%
1,037
-345
236
$206K 0.09%
2,501
-299
237
$204K 0.09%
1,760
-757
238
$204K 0.09%
4,179
-1,206
239
$202K 0.09%
+4,919
240
$180K 0.08%
32,845
-685
241
$164K 0.07%
20,211
+460
242
$160K 0.07%
18,483
-513
243
$158K 0.07%
50,760
+998
244
$157K 0.07%
35,046
-1,645
245
$151K 0.07%
13,276
-23,071
246
$131K 0.06%
10,548
-5,489
247
$88K 0.04%
12,054
-1,953
248
$52K 0.02%
+14,700
249
$43K 0.02%
25,000
-5,000
250
$29K 0.01%
+52
8 9
10
11 12