1WA

180 Wealth Advisors Portfolio holdings

AUM $878M
1-Year Est. Return 37.53%
This Quarter Est. Return
1 Year Est. Return
+37.53%
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
251
– –
-2,556
252
– –
-5,684
253
– –
-10,188
254
– –
-9,097
255
– –
-4,105
256
– –
-6,645
257
– –
-6,580
258
– –
-10,023
259
– –
-28,570
260
– –
-10,548
261
– –
-51,668
262
– –
-1,383
263
– –
-25,341
264
– –
-6,831
265
– –
-6,934
266
– –
-1,731
7 8 9 10
11