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
$222M
AUM Growth
+$1.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$794K
2
+$755K
3
+$684K
4
RY icon
Royal Bank of Canada
RY
+$677K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$637K

Top Sells

1
+$2.23M
2
+$759K
3
+$720K
4
SBUX icon
Starbucks
SBUX
+$669K
5
HON icon
Honeywell
HON
+$577K

Sector Composition

1 Technology 13.7%
2 Consumer Discretionary 9.96%
3 Industrials 8.93%
4 Healthcare 7.54%
5 Financials 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.85M 0.83%
16,365
-344
27
$1.78M 0.8%
48,708
-5,769
28
$1.75M 0.79%
26,155
-2,062
29
$1.71M 0.77%
44,320
+780
30
$1.69M 0.76%
23,298
+4,753
31
$1.63M 0.73%
42,565
-2,017
32
$1.52M 0.68%
19,503
+685
33
$1.49M 0.67%
26,899
-427
34
$1.47M 0.66%
26,608
-1,106
35
$1.45M 0.65%
8,111
+223
36
$1.45M 0.65%
3,993
-97
37
$1.38M 0.62%
7,174
-219
38
$1.36M 0.61%
16,443
-454
39
$1.35M 0.61%
45,727
-237
40
$1.34M 0.6%
50,138
+212
41
$1.33M 0.6%
16,609
+1,714
42
$1.32M 0.6%
7,572
-223
43
$1.31M 0.59%
6,163
-171
44
$1.29M 0.58%
58,757
+8,004
45
$1.28M 0.58%
8,480
-309
46
$1.23M 0.55%
11,386
+394
47
$1.22M 0.55%
8,630
-199
48
$1.21M 0.54%
4,352
-119
49
$1.17M 0.53%
20,334
-1,766
50
$1.15M 0.52%
19,362
+2,293
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