1WA
180 Wealth Advisors Portfolio holdings
AUM
$717M
This Quarter Return
+8.14%
1 Year Return
+25.94%
3 Year Return
+101.14%
5 Year Return
+168.22%
10 Year Return
–
AUM
$267M
AUM Growth
+$267M
(+6%)
Cap. Flow
+$8.89M
Cap. Flow
% of AUM
3.33%
Top 10 Holdings %
Top 10 Hldgs %
30.24%
Holding
289
New
28
Increased
103
Reduced
121
Closed
24
Top Buys
| 1 |
Apple
AAPL
|
$7.96M |
| 2 |
WisdomTree US SmallCap Dividend Fund
DES
|
$1.2M |
| 3 |
General Mills
GIS
|
$1M |
| 4 |
Microsoft
MSFT
|
$633K |
| 5 |
SPDR S&P International Dividend ETF
DWX
|
$625K |
Top Sells
| 1 |
Gentex
GNTX
|
$1.1M |
| 2 |
WisdomTree US Total Dividend Fund
DTD
|
$1.08M |
| 3 |
Costco
COST
|
$940K |
| 4 |
SPDR Portfolio Europe ETF
SPEU
|
$702K |
| 5 |
Amazon
AMZN
|
$611K |
Sector Composition
| 1 | Technology | 20.17% |
| 2 | Consumer Discretionary | 10.08% |
| 3 | Healthcare | 8.47% |
| 4 | Financials | 6.54% |
| 5 | Industrials | 6.24% |
