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
$222M
AUM Growth
+$1.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$794K
2
+$755K
3
+$684K
4
RY icon
Royal Bank of Canada
RY
+$677K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$637K

Top Sells

1
+$2.23M
2
+$759K
3
+$720K
4
SBUX icon
Starbucks
SBUX
+$669K
5
HON icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$220K 0.1%
6,076
+9
227
$215K 0.1%
1,287
+10
228
$215K 0.1%
731
-5
229
$213K 0.1%
22,617
-766
230
$211K 0.1%
1,698
-62
231
$210K 0.09%
11,344
-4,612
232
$208K 0.09%
2,501
233
$207K 0.09%
3,740
+25
234
$202K 0.09%
+1,041
235
$200K 0.09%
4,919
236
$190K 0.09%
12,930
-3,180
237
$176K 0.08%
20,394
+183
238
$168K 0.08%
18,580
+97
239
$166K 0.07%
31,358
-3,688
240
$147K 0.07%
50,760
241
$146K 0.07%
12,120
-1,156
242
$126K 0.06%
18,212
-22,856
243
$126K 0.06%
18,856
-13,989
244
$89K 0.04%
11,733
-321
245
$41K 0.02%
14,700
246
$35K 0.02%
25,000
247
$19K 0.01%
59
+7
248
– –
-10,023
249
– –
-1,383
250
– –
-10,548
7 8 9
10
11