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
101
$484K 0.25%
5,178
+1,272
102
$483K 0.25%
12,041
-895
103
$480K 0.25%
18,618
+993
104
$474K 0.25%
4,060
-90
105
$470K 0.24%
11,989
+551
106
$456K 0.24%
2,185
-37
107
$455K 0.24%
8,120
+1,500
108
$454K 0.24%
13,959
+4,456
109
$445K 0.23%
24,461
+1,652
110
$444K 0.23%
3,372
-1,063
111
$440K 0.23%
21,408
-1,511
112
$432K 0.22%
1,809
+172
113
$423K 0.22%
11,972
+3,260
114
$422K 0.22%
4,539
+649
115
$421K 0.22%
1,908
+74
116
$419K 0.22%
3,279
-1,544
117
$418K 0.22%
7,078
-127
118
$416K 0.22%
5,059
119
$411K 0.21%
435,821
+41,544
120
$409K 0.21%
5,187
121
$409K 0.21%
+2,876
122
$407K 0.21%
14,477
-2,298
123
$404K 0.21%
10,054
-837
124
$396K 0.21%
23,222
+13,025
125
$395K 0.21%
1,753
+448
3 4
5
6 7