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
$220M
AUM Growth
+$6.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.34M
3
+$1.32M
4
HDV icon
iShares Core High Dividend ETF
HDV
+$1.08M
5
IOO icon
iShares Global 100 ETF
IOO
+$1.01M

Top Sells

1
+$995K
2
+$843K
3
+$806K
4
HSBC icon
HSBC
HSBC
+$746K
5
RTX icon
RTX Corp
RTX
+$641K

Sector Composition

1 Technology 14.94%
2 Consumer Discretionary 10.02%
3 Industrials 9.3%
4 Healthcare 7.4%
5 Financials 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.84M 0.83%
54,477
+15,015
27
$1.81M 0.82%
78,336
+3,959
28
$1.71M 0.77%
44,582
-11,282
29
$1.69M 0.77%
43,540
-2,675
30
$1.55M 0.7%
27,326
-1,521
31
$1.5M 0.68%
18,818
-1,725
32
$1.48M 0.67%
27,714
+1,295
33
$1.46M 0.66%
8,580
+1,951
34
$1.44M 0.65%
16,897
-7,520
35
$1.42M 0.65%
18,545
+1,627
36
$1.4M 0.64%
7,393
-148
37
$1.38M 0.62%
45,964
+1,026
38
$1.36M 0.62%
13,019
-2,574
39
$1.36M 0.62%
7,795
-36
40
$1.35M 0.61%
4,090
+1,340
41
$1.31M 0.6%
49,926
+15,524
42
$1.26M 0.57%
7,888
+3,025
43
$1.25M 0.57%
8,789
+5,273
44
$1.24M 0.56%
22,100
-1,530
45
$1.23M 0.56%
6,334
-762
46
$1.23M 0.56%
7,189
+1,407
47
$1.22M 0.55%
4,471
-178
48
$1.18M 0.54%
28,135
+15,246
49
$1.18M 0.53%
8,829
+721
50
$1.17M 0.53%
10,992
-1,850
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