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
101
$640K 0.29%
4,272
+335
102
$635K 0.29%
7,838
+723
103
$633K 0.28%
19,801
-220
104
$633K 0.28%
7,592
+409
105
$630K 0.28%
+6,910
106
$629K 0.28%
6,317
+808
107
$623K 0.28%
8,697
-150
108
$613K 0.28%
2,066
-24
109
$612K 0.28%
3,291
-128
110
$611K 0.28%
4,193
-33
111
$606K 0.27%
5,467
+842
112
$589K 0.27%
10,535
-8,019
113
$585K 0.26%
+9,898
114
$582K 0.26%
6,839
+6
115
$577K 0.26%
4,999
-172
116
$575K 0.26%
12,959
-163
117
$563K 0.25%
+5,624
118
$555K 0.25%
2,554
+65
119
$551K 0.25%
12,532
-4,991
120
$546K 0.25%
3,469
-136
121
$526K 0.24%
6,055
+574
122
$521K 0.23%
3,087
+492
123
$520K 0.23%
32,979
+4,462
124
$509K 0.23%
1,878
+243
125
$501K 0.23%
5,359
-54
3 4
5
6 7