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
151
$308K 0.16%
13,703
+2,517
152
$302K 0.16%
1,221
-8
153
$302K 0.16%
10,198
-200
154
$298K 0.15%
2,531
-166
155
$297K 0.15%
1,528
+166
156
$292K 0.15%
3,344
+270
157
$291K 0.15%
10,474
-1,435
158
$290K 0.15%
3,372
159
$283K 0.15%
2,392
+599
160
$280K 0.15%
2,075
-474
161
$279K 0.14%
6,372
-351
162
$274K 0.14%
4,032
+262
163
$273K 0.14%
5,853
+1,773
164
$273K 0.14%
5,668
-557
165
$271K 0.14%
5,563
-214
166
$270K 0.14%
1,454
+427
167
$270K 0.14%
2,777
-1,834
168
$269K 0.14%
5,350
-2,146
169
$267K 0.14%
891
-36
170
$267K 0.14%
22,806
-17,346
171
$266K 0.14%
3,463
-195
172
$265K 0.14%
7,848
-1,288
173
$265K 0.14%
19,728
+8,500
174
$258K 0.13%
1,694
-67
175
$258K 0.13%
2,035
-31
5 6
7
8 9