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
76
$805K 0.37%
6,386
-126
77
$804K 0.36%
5,127
-508
78
$802K 0.36%
+33,051
79
$759K 0.34%
+9,097
80
$755K 0.34%
+10,165
81
$749K 0.34%
15,599
-3,374
82
$732K 0.33%
+31,338
83
$716K 0.32%
1,934
-1,312
84
$704K 0.32%
3,880
-371
85
$702K 0.32%
10,401
-8,964
86
$690K 0.31%
+5,643
87
$684K 0.31%
4,636
+187
88
$674K 0.31%
8,671
+5,378
89
$672K 0.3%
4,512
+696
90
$666K 0.3%
17,523
-2,296
91
$664K 0.3%
13,064
-6,644
92
$664K 0.3%
+3,937
93
$660K 0.3%
9,690
+5,389
94
$640K 0.29%
20,021
-2,224
95
$640K 0.29%
7,562
-2,608
96
$634K 0.29%
5,401
-1,115
97
$633K 0.29%
7,183
+1,125
98
$627K 0.28%
3,605
-492
99
$618K 0.28%
5,019
-1,830
100
$611K 0.28%
4,840
-166
2 3
4
5 6