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
126
$473K 0.21%
7,294
+922
127
$470K 0.21%
4,726
+822
128
$468K 0.21%
28,517
+15,091
129
$468K 0.21%
13,372
-2,354
130
$467K 0.21%
23,370
+3,240
131
$460K 0.21%
7,896
-2,514
132
$460K 0.21%
5,481
-5,697
133
$455K 0.21%
2,556
-1,366
134
$452K 0.21%
10,580
-850
135
$446K 0.2%
5,237
+100
136
$443K 0.2%
+28,570
137
$435K 0.2%
2,595
-120
138
$433K 0.2%
1,635
-1
139
$420K 0.19%
8,889
+2,221
140
$416K 0.19%
8,983
+74
141
$411K 0.19%
1,264
+332
142
$411K 0.19%
2,596
-242
143
$400K 0.18%
6,831
+720
144
$394K 0.18%
6,720
-760
145
$388K 0.18%
+15,426
146
$388K 0.18%
8,070
+342
147
$385K 0.17%
2,327
+595
148
$380K 0.17%
2,371
-202
149
$376K 0.17%
6,326
+899
150
$374K 0.17%
9,089
-1,286
4 5
6
7 8