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
126
$392K 0.2%
4,691
-739
127
$388K 0.2%
+8,936
128
$386K 0.2%
+6,197
129
$379K 0.2%
7,337
-847
130
$377K 0.2%
4,229
-628
131
$375K 0.19%
4,464
+1,445
132
$374K 0.19%
+1,750
133
$374K 0.19%
4,267
+272
134
$370K 0.19%
2,993
+152
135
$369K 0.19%
4,696
-114
136
$355K 0.18%
2,201
-409
137
$353K 0.18%
4,505
+638
138
$350K 0.18%
+1,884
139
$347K 0.18%
2,226
+543
140
$347K 0.18%
+5,008
141
$345K 0.18%
17,085
+1,485
142
$344K 0.18%
30,806
+10,355
143
$340K 0.18%
4,575
-1,807
144
$332K 0.17%
16,425
+2,250
145
$326K 0.17%
4,593
-13
146
$324K 0.17%
5,728
-860
147
$320K 0.17%
3,939
-125
148
$318K 0.17%
3,120
-1,717
149
$317K 0.16%
5,145
+36
150
$316K 0.16%
5,766
4 5
6
7 8