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
176
$324K 0.15%
+7,631
177
$321K 0.15%
5,985
-4,282
178
$320K 0.15%
12,279
+2,286
179
$320K 0.15%
1,780
-183
180
$317K 0.14%
32,400
-4,805
181
$313K 0.14%
1,731
-542
182
$312K 0.14%
5,100
-13,782
183
$312K 0.14%
4,289
+57
184
$311K 0.14%
5,330
-352
185
$306K 0.14%
2,482
-358
186
$305K 0.14%
29,425
+1,521
187
$304K 0.14%
15,956
+347
188
$302K 0.14%
1,845
-861
189
$299K 0.14%
+5,327
190
$298K 0.14%
1,988
+245
191
$296K 0.13%
2,490
-852
192
$295K 0.13%
5,766
+395
193
$295K 0.13%
41,068
+18,094
194
$288K 0.13%
+6,580
195
$288K 0.13%
10,023
+1,199
196
$287K 0.13%
+3,955
197
$286K 0.13%
2,138
+461
198
$286K 0.13%
+5,864
199
$284K 0.13%
2,917
+257
200
$284K 0.13%
5,312
+2,748
6 7
8
9 10