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
76
$679K 0.35%
5,054
-171
77
$663K 0.34%
1,555
+622
78
$660K 0.34%
29,920
+690
79
$659K 0.34%
25,316
+4,674
80
$656K 0.34%
102,680
+8,600
81
$653K 0.34%
20,024
-642
82
$629K 0.33%
+35,250
83
$612K 0.32%
13,927
+1,230
84
$599K 0.31%
4,838
-567
85
$594K 0.31%
42,071
+12,984
86
$589K 0.31%
13,614
-759
87
$577K 0.3%
4,976
+142
88
$571K 0.3%
4,746
-343
89
$559K 0.29%
14,079
+2,378
90
$538K 0.28%
6,489
+1,659
91
$535K 0.28%
6,890
+1,671
92
$533K 0.28%
5,539
-1,279
93
$526K 0.27%
2,554
94
$519K 0.27%
4,013
+13
95
$519K 0.27%
10,414
-844
96
$506K 0.26%
18,027
+3,685
97
$504K 0.26%
1,996
+31
98
$501K 0.26%
14,582
-37
99
$492K 0.26%
4,642
-718
100
$488K 0.25%
13,292
-2,285
2 3
4
5 6