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
101
$629K 0.29%
6,372
-156
102
$622K 0.29%
10,761
103
$619K 0.29%
5,388
104
$618K 0.29%
25,060
105
$617K 0.29%
10,410
106
$612K 0.29%
9,862
107
$604K 0.28%
7,832
108
$600K 0.28%
5,427
109
$596K 0.28%
12,282
-495
110
$589K 0.27%
6,223
-106
111
$583K 0.27%
4,009
112
$582K 0.27%
21,387
113
$579K 0.27%
3,816
114
$577K 0.27%
4,222
115
$577K 0.27%
15,436
116
$569K 0.27%
5,006
117
$565K 0.26%
9,738
118
$562K 0.26%
13,926
-300
119
$556K 0.26%
10,574
-340
120
$553K 0.26%
3,803
121
$550K 0.26%
1,624
122
$547K 0.26%
2,273
123
$537K 0.25%
3,214
-124
124
$533K 0.25%
6,058
125
$529K 0.25%
6,487
3 4
5
6 7