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
126
$518K 0.24%
2,706
127
$513K 0.24%
1,927
128
$505K 0.24%
15,040
-400
129
$501K 0.23%
8,441
130
$498K 0.23%
12,889
131
$490K 0.23%
15,726
-641
132
$480K 0.22%
3,400
-75
133
$478K 0.22%
10,504
134
$473K 0.22%
2,126
135
$471K 0.22%
5,250
136
$471K 0.22%
6,111
137
$470K 0.22%
3,516
138
$470K 0.22%
5,328
-265
139
$467K 0.22%
32,697
-1,130
140
$463K 0.22%
10,375
141
$457K 0.21%
1,796
142
$453K 0.21%
5,975
-403
143
$451K 0.21%
37,205
144
$448K 0.21%
5,104
145
$446K 0.21%
7,480
146
$442K 0.21%
6,860
147
$437K 0.2%
1,636
148
$435K 0.2%
10,517
149
$435K 0.2%
3,932
150
$433K 0.2%
14,121
4 5
6
7 8