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
151
$372K 0.17%
3,900
+741
152
$371K 0.17%
3,264
+854
153
$366K 0.17%
1,493
-131
154
$365K 0.17%
251,819
+123,663
155
$363K 0.16%
6,859
-11,198
156
$361K 0.16%
3,553
+719
157
$359K 0.16%
11,946
-2,175
158
$358K 0.16%
22,610
+6,518
159
$355K 0.16%
6,934
+946
160
$352K 0.16%
+6,727
161
$351K 0.16%
3,217
-715
162
$348K 0.16%
4,127
-2,360
163
$347K 0.16%
+14,100
164
$346K 0.16%
8,339
+610
165
$346K 0.16%
11,086
-3,954
166
$344K 0.16%
25,341
-113
167
$344K 0.16%
4,321
+1,421
168
$343K 0.16%
+5,190
169
$339K 0.15%
+3,820
170
$338K 0.15%
7,149
-2,713
171
$334K 0.15%
6,735
-53
172
$334K 0.15%
8,359
-5,567
173
$334K 0.15%
6,358
-502
174
$327K 0.15%
4,277
-661
175
$326K 0.15%
3,823
+575
5 6
7
8 9