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
51
$1.09M 0.51%
4,036
52
$1.09M 0.51%
18,057
53
$1.08M 0.5%
27,695
-2,407
54
$1.08M 0.5%
15,919
-486
55
$1.04M 0.48%
30,807
-290
56
$1.01M 0.47%
19,708
-308
57
$1M 0.47%
13,196
58
$971K 0.45%
5,934
59
$969K 0.45%
8,719
60
$969K 0.45%
22,976
61
$952K 0.44%
2,750
-77
62
$948K 0.44%
18,390
63
$948K 0.44%
8,108
64
$910K 0.42%
12,824
-473
65
$904K 0.42%
9,191
66
$900K 0.42%
11,178
67
$898K 0.42%
17,338
-510
68
$896K 0.42%
5,635
69
$896K 0.42%
4,184
70
$892K 0.42%
9,743
71
$891K 0.42%
126,880
72
$876K 0.41%
18,973
-623
73
$868K 0.41%
34,402
-638
74
$858K 0.4%
7,546
75
$853K 0.4%
10,666
1 2
3
4 5