1WA
180 Wealth Advisors Portfolio holdings
AUM
$717M
1-Year Return
25.94%
This Quarter Return
+4.1%
1 Year Return
+25.94%
3 Year Return
+101.14%
5 Year Return
+168.22%
10 Year Return
–
AUM
$222M
AUM Growth
+$1.78M
(+0.81%)
Cap. Flow
-$3.41M
Cap. Flow
% of AUM
-1.54%
Top 10 Holdings %
Top 10 Hldgs %
25.22%
Holding
266
New
16
Increased
84
Reduced
132
Closed
19
Top Buys
| 1 |
CVS Health
CVS
|
$794K |
| 2 |
Charles Schwab
SCHW
|
$755K |
| 3 |
Public Storage
PSA
|
$684K |
| 4 |
Royal Bank of Canada
RY
|
$677K |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
$637K |
Top Sells
| 1 |
Microsoft
MSFT
|
$2.23M |
| 2 |
Paychex
PAYX
|
$759K |
| 3 |
Applied Materials
AMAT
|
$720K |
| 4 |
Starbucks
SBUX
|
$669K |
| 5 |
Honeywell
HON
|
$577K |
Sector Composition
| 1 | Technology | 13.7% |
| 2 | Consumer Discretionary | 9.96% |
| 3 | Industrials | 8.93% |
| 4 | Healthcare | 7.54% |
| 5 | Financials | 6.47% |
