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
151
$368K 0.17%
3,987
+32
152
$368K 0.17%
6,328
+2
153
$367K 0.17%
2,297
-30
154
$365K 0.16%
3,995
+175
155
$364K 0.16%
12,176
+230
156
$364K 0.16%
32,595
+195
157
$363K 0.16%
309,844
+58,025
158
$361K 0.16%
4,472
+151
159
$353K 0.16%
3,792
-108
160
$351K 0.16%
14,040
-60
161
$351K 0.16%
3,170
-47
162
$349K 0.16%
9,098
+759
163
$348K 0.16%
4,856
-2,438
164
$345K 0.16%
3,863
+626
165
$342K 0.15%
5,334
+7
166
$340K 0.15%
4,127
167
$337K 0.15%
1,677
-103
168
$332K 0.15%
4,138
-151
169
$330K 0.15%
1,108
-385
170
$330K 0.15%
1,703
+509
171
$322K 0.14%
5,100
172
$321K 0.14%
+1,154
173
$321K 0.14%
1,836
-9
174
$317K 0.14%
9,787
-1,299
175
$315K 0.14%
8,024
-198
5 6
7
8 9