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
101
$606K 0.27%
+2,090
102
$603K 0.27%
5,948
-3,795
103
$599K 0.27%
+4,226
104
$594K 0.27%
3,419
-451
105
$590K 0.27%
5,509
+121
106
$587K 0.27%
7,818
+2,490
107
$587K 0.27%
7,115
-660
108
$585K 0.27%
5,171
-256
109
$581K 0.26%
+35,410
110
$572K 0.26%
+10,188
111
$570K 0.26%
+6,390
112
$563K 0.26%
130,040
+3,160
113
$563K 0.26%
5,684
-1,153
114
$552K 0.25%
+13,122
115
$536K 0.24%
2,189
+63
116
$526K 0.24%
8,847
-891
117
$524K 0.24%
6,833
-999
118
$522K 0.24%
13,498
-1,938
119
$517K 0.23%
+2,489
120
$505K 0.23%
2,662
-1,141
121
$504K 0.23%
4,625
-479
122
$498K 0.23%
5,413
+163
123
$493K 0.22%
9,117
-1,387
124
$484K 0.22%
6,645
-3,945
125
$474K 0.22%
9,073
+4,075
3 4
5
6 7