1WA
180 Wealth Advisors Portfolio holdings
AUM
$717M
This Quarter Return
+20.61%
1 Year Return
+25.94%
3 Year Return
+101.14%
5 Year Return
+168.22%
10 Year Return
–
AUM
$252M
AUM Growth
+$252M
(+31%)
Cap. Flow
+$11.6M
Cap. Flow
% of AUM
4.59%
Top 10 Holdings %
Top 10 Hldgs %
30.25%
Holding
277
New
57
Increased
92
Reduced
98
Closed
16
Top Buys
| 1 |
Vanguard High Dividend Yield ETF
VYM
|
$2.38M |
| 2 |
WisdomTree US Total Dividend Fund
DTD
|
$1.08M |
| 3 |
Allstate
ALL
|
$868K |
| 4 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$830K |
| 5 |
Costco
COST
|
$730K |
Top Sells
Sector Composition
| 1 | Technology | 19.32% |
| 2 | Consumer Discretionary | 10.12% |
| 3 | Healthcare | 8.77% |
| 4 | Industrials | 6.14% |
| 5 | Financials | 5.91% |
