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
76
$804K 0.36%
9,955
-210
77
$797K 0.36%
15,164
-2,312
78
$794K 0.36%
+14,341
79
$790K 0.36%
20,153
-1,489
80
$782K 0.35%
6,151
-235
81
$781K 0.35%
15,018
-581
82
$773K 0.35%
4,302
+3,080
83
$773K 0.35%
6,393
-94
84
$768K 0.35%
6,636
+688
85
$758K 0.34%
5,029
-98
86
$755K 0.34%
+18,288
87
$746K 0.34%
4,066
-3,123
88
$733K 0.33%
11,687
+1,286
89
$722K 0.32%
8,363
-308
90
$718K 0.32%
5,435
-208
91
$684K 0.31%
+2,775
92
$680K 0.31%
33,197
+146
93
$679K 0.31%
8,221
+403
94
$677K 0.3%
+8,704
95
$671K 0.3%
3,177
-908
96
$664K 0.3%
40,590
+5,180
97
$649K 0.29%
4,848
-171
98
$647K 0.29%
3,905
+25
99
$646K 0.29%
4,773
-67
100
$643K 0.29%
13,272
-14,863
2 3
4
5 6