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
51
$1.14M 0.52%
22,607
-3,296
52
$1.11M 0.5%
14,895
-1,024
53
$1.08M 0.49%
17,069
+4,245
54
$1.05M 0.48%
3,801
-235
55
$1.03M 0.47%
33,530
+8,470
56
$1.03M 0.47%
12,240
+3,973
57
$1.01M 0.46%
13,652
+456
58
$1.01M 0.46%
11,958
+4,412
59
$1M 0.45%
18,554
+164
60
$989K 0.45%
22,606
-370
61
$982K 0.45%
19,461
+2,374
62
$942K 0.43%
3,955
+2,028
63
$938K 0.43%
18,338
+1,000
64
$932K 0.42%
10,150
+7,399
65
$892K 0.4%
4,258
+74
66
$877K 0.4%
22,773
-8,034
67
$871K 0.4%
6,487
+553
68
$864K 0.39%
21,642
-6,053
69
$861K 0.39%
9,643
+452
70
$849K 0.39%
7,106
-1,613
71
$843K 0.38%
6,404
-4,785
72
$829K 0.38%
17,476
-2,504
73
$828K 0.38%
50,753
+18,056
74
$825K 0.37%
7,238
-8,727
75
$809K 0.37%
4,085
-430
1 2
3
4 5