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
126
$500K 0.23%
9,006
-111
127
$476K 0.21%
23,120
-250
128
$473K 0.21%
9,284
+2,926
129
$468K 0.21%
4,713
-13
130
$459K 0.21%
9,476
+403
131
$458K 0.21%
13,331
-167
132
$451K 0.2%
+9,607
133
$450K 0.2%
5,237
134
$449K 0.2%
3,890
-1,511
135
$429K 0.19%
8,868
-21
136
$428K 0.19%
2,026
-636
137
$421K 0.19%
1,534
-655
138
$419K 0.19%
8,883
-100
139
$418K 0.19%
101,400
-28,640
140
$414K 0.19%
2,519
-77
141
$412K 0.19%
+8,299
142
$407K 0.18%
7,149
-747
143
$407K 0.18%
12,868
-504
144
$406K 0.18%
3,474
-79
145
$399K 0.18%
15,398
-28
146
$391K 0.18%
6,460
-260
147
$383K 0.17%
4,395
+1,683
148
$380K 0.17%
3,798
+1,470
149
$373K 0.17%
3,256
-8
150
$372K 0.17%
23,006
+396
4 5
6
7 8