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
$193M
AUM Growth
-$58.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$918K
2
+$680K
3
+$629K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$444K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$430K

Top Sells

1
+$989K
2
+$674K
3
+$650K
4
MPC icon
Marathon Petroleum
MPC
+$638K
5
OXY icon
Occidental Petroleum
OXY
+$629K

Sector Composition

1 Technology 17.94%
2 Consumer Discretionary 9.58%
3 Healthcare 8.18%
4 Financials 5.78%
5 Consumer Staples 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.51M 0.78%
48,439
-6,509
27
$1.5M 0.78%
17,448
+1,561
28
$1.5M 0.78%
9,497
+1,755
29
$1.49M 0.77%
5,165
+190
30
$1.46M 0.76%
24,007
-1,627
31
$1.35M 0.7%
3,815
+57
32
$1.34M 0.69%
10,646
+3,427
33
$1.32M 0.68%
5,486
+303
34
$1.31M 0.68%
7,245
+98
35
$1.28M 0.67%
14,668
+995
36
$1.27M 0.66%
23,431
-657
37
$1.26M 0.65%
7,863
+913
38
$1.24M 0.64%
22,455
+92
39
$1.23M 0.64%
59,121
-936
40
$1.16M 0.6%
11,944
+1,667
41
$1.16M 0.6%
11,510
+3,128
42
$1.15M 0.6%
13,325
-234
43
$1.15M 0.6%
33,489
+5,694
44
$1.12M 0.58%
47,360
+6,000
45
$1.12M 0.58%
63,253
+7,869
46
$1.11M 0.57%
15,090
-475
47
$1.09M 0.56%
14,391
+1,787
48
$1.08M 0.56%
19,580
+1,640
49
$1.05M 0.54%
19,009
+2,211
50
$1.02M 0.53%
18,274
-740
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