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
151
$428K 0.2%
2,838
152
$414K 0.19%
2,573
153
$407K 0.19%
25,454
154
$405K 0.19%
11,430
155
$396K 0.18%
8,909
156
$394K 0.18%
7,728
157
$391K 0.18%
5,137
158
$389K 0.18%
3,904
159
$385K 0.18%
2,715
160
$384K 0.18%
3,342
161
$374K 0.17%
10,219
162
$372K 0.17%
4,938
163
$371K 0.17%
6,788
164
$369K 0.17%
15,609
165
$365K 0.17%
932
166
$361K 0.17%
5,988
167
$349K 0.16%
2,840
168
$345K 0.16%
7,729
-117
169
$345K 0.16%
3,433
170
$335K 0.16%
22,569
171
$333K 0.16%
2,794
172
$317K 0.15%
1,469
173
$313K 0.15%
1,367
174
$312K 0.15%
6,668
175
$309K 0.14%
4,301
5 6
7
8 9