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
51
$1.11M 0.5%
39,000
+5,470
52
$1.11M 0.5%
3,721
-80
53
$1.11M 0.5%
22,044
-563
54
$1.1M 0.5%
4,432
+477
55
$1.06M 0.48%
12,573
+333
56
$1.05M 0.47%
11,958
+1,808
57
$1.05M 0.47%
22,334
-272
58
$1.03M 0.46%
13,817
+165
59
$1.01M 0.45%
11,946
-12
60
$999K 0.45%
14,609
+4,919
61
$987K 0.44%
9,643
62
$935K 0.42%
6,199
+1,563
63
$916K 0.41%
22,808
+35
64
$914K 0.41%
6,359
-45
65
$903K 0.41%
21,070
+10,490
66
$879K 0.4%
17,285
+4,221
67
$878K 0.4%
5,179
-3,401
68
$856K 0.39%
6,937
-301
69
$847K 0.38%
17,221
-1,117
70
$842K 0.38%
6,968
-138
71
$837K 0.38%
9,419
+1,857
72
$836K 0.38%
2,618
+684
73
$834K 0.38%
4,133
-125
74
$828K 0.37%
30,778
-560
75
$818K 0.37%
16,531
-2,930
1 2
3
4 5