1WA
180 Wealth Advisors Portfolio holdings
AUM
$717M
This Quarter Return
+10.69%
1 Year Return
+25.94%
3 Year Return
+101.14%
5 Year Return
+168.22%
10 Year Return
–
AUM
$425M
AUM Growth
+$61.9M
(+17%)
Cap. Flow
+$9.08M
Cap. Flow
% of AUM
2.13%
Top 10 Holdings %
Top 10 Hldgs %
23.09%
Holding
400
New
44
Increased
163
Reduced
149
Closed
34
Top Buys
| 1 |
TSMC
TSM
|
$2.1M |
| 2 |
KraneShares CSI China Internet ETF
KWEB
|
$1.2M |
| 3 |
KLA
KLAC
|
$848K |
| 4 |
VanEck Gold Miners ETF
GDX
|
$823K |
| 5 |
BlackRock Resources & Commodities Strategy Trust
BCX
|
$811K |
Top Sells
| 1 |
Allstate
ALL
|
$1.86M |
| 2 |
iShares International Select Dividend ETF
IDV
|
$616K |
| 3 |
Scotiabank
BNS
|
$595K |
| 4 |
Exxon Mobil
XOM
|
$585K |
| 5 |
D.R. Horton
DHI
|
$522K |
Sector Composition
| 1 | Technology | 24.26% |
| 2 | Consumer Discretionary | 9.69% |
| 3 | Healthcare | 8.76% |
| 4 | Industrials | 6.48% |
| 5 | Energy | 5.24% |
