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
51
$987K 0.51%
3,246
-3
52
$984K 0.51%
5,207
+1,243
53
$980K 0.51%
9,316
+1,144
54
$977K 0.51%
6,892
-166
55
$956K 0.5%
8,354
+7
56
$947K 0.49%
8,600
-1,181
57
$942K 0.49%
5,242
+1,092
58
$938K 0.49%
63,908
+4,890
59
$933K 0.48%
23,434
-6,802
60
$927K 0.48%
2,950
+2,163
61
$926K 0.48%
26,926
+2,753
62
$907K 0.47%
33,130
-2,545
63
$907K 0.47%
9,311
+1,100
64
$884K 0.46%
42,069
+599
65
$879K 0.46%
14,349
+613
66
$854K 0.44%
2,308
-260
67
$849K 0.44%
15,691
+445
68
$840K 0.44%
27,999
-66
69
$835K 0.43%
15,770
-389
70
$765K 0.4%
5,757
-1,448
71
$759K 0.39%
15,462
+2,517
72
$756K 0.39%
3,268
+1,249
73
$734K 0.38%
15,015
-11,816
74
$718K 0.37%
17,768
-221
75
$696K 0.36%
8,617
+1,027
1 2
3
4 5