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
76
$837K 0.39%
19,980
77
$827K 0.39%
6,372
78
$808K 0.38%
17,087
79
$806K 0.38%
11,087
80
$802K 0.37%
3,870
-102
81
$784K 0.37%
19,819
-95
82
$776K 0.36%
10,590
-235
83
$771K 0.36%
36,347
84
$762K 0.36%
6,849
-210
85
$761K 0.36%
7,775
86
$755K 0.35%
4,515
-180
87
$746K 0.35%
17,583
-831
88
$733K 0.34%
6,516
-230
89
$730K 0.34%
4,863
90
$728K 0.34%
6,512
-245
91
$724K 0.34%
4,097
-165
92
$721K 0.34%
10,170
-300
93
$720K 0.34%
22,245
94
$700K 0.33%
4,251
95
$687K 0.32%
8,267
96
$680K 0.32%
6,837
97
$668K 0.31%
3,922
98
$666K 0.31%
4,449
99
$655K 0.31%
10,267
-386
100
$639K 0.3%
22,173
2 3
4
5 6