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
$214M
AUM Growth
-$2.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$287K
2
+$128K
3
+$121K
4
DWX icon
SPDR S&P International Dividend ETF
DWX
+$114K
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$97K

Sector Composition

1 Technology 14.19%
2 Industrials 11.37%
3 Consumer Discretionary 9.71%
4 Healthcare 8.53%
5 Financials 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.86M 0.87%
46,215
-1,090
27
$1.79M 0.84%
20,543
-504
28
$1.71M 0.8%
15,965
-201
29
$1.62M 0.76%
11,189
-214
30
$1.54M 0.72%
28,847
-395
31
$1.49M 0.69%
36,224
-1,462
32
$1.48M 0.69%
19,365
-344
33
$1.47M 0.69%
7,096
34
$1.44M 0.67%
12,754
-284
35
$1.44M 0.67%
16,918
-185
36
$1.44M 0.67%
23,630
-549
37
$1.4M 0.65%
25,903
38
$1.33M 0.62%
12,842
39
$1.32M 0.62%
44,938
40
$1.3M 0.61%
18,882
41
$1.3M 0.61%
15,593
42
$1.28M 0.6%
26,419
-640
43
$1.27M 0.6%
7,831
44
$1.24M 0.58%
7,541
45
$1.24M 0.58%
39,462
46
$1.21M 0.57%
3,246
47
$1.18M 0.55%
5,782
48
$1.14M 0.53%
4,649
49
$1.1M 0.51%
6,629
-287
50
$1.09M 0.51%
22,399
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