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
176
$308K 0.14%
1,963
177
$307K 0.14%
1,743
178
$305K 0.14%
20,130
179
$305K 0.14%
4,998
180
$303K 0.14%
3,349
181
$301K 0.14%
4,232
182
$301K 0.14%
5,427
183
$296K 0.14%
2,751
184
$294K 0.14%
3,854
-242
185
$291K 0.14%
47,041
186
$290K 0.14%
146
187
$290K 0.14%
5,682
188
$288K 0.13%
16,092
189
$287K 0.13%
2,564
-2,564
190
$283K 0.13%
3,159
191
$282K 0.13%
8,824
192
$280K 0.13%
3,734
193
$275K 0.13%
3,558
194
$274K 0.13%
6,148
195
$264K 0.12%
3,343
196
$264K 0.12%
3,570
197
$260K 0.12%
1,382
198
$260K 0.12%
3,302
199
$260K 0.12%
5,385
200
$258K 0.12%
27,904
6 7
8
9 10