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
176
$313K 0.14%
7,641
+10
177
$311K 0.14%
5,766
178
$311K 0.14%
3,866
-411
179
$304K 0.14%
2,932
-4
180
$303K 0.14%
4,538
+105
181
$302K 0.14%
7,503
-856
182
$302K 0.14%
6,302
-557
183
$302K 0.14%
2,457
-25
184
$301K 0.14%
3,411
+134
185
$301K 0.14%
6,622
-113
186
$293K 0.13%
156
-1
187
$287K 0.13%
3,437
+135
188
$286K 0.13%
1,970
-18
189
$285K 0.13%
2,780
-23
190
$284K 0.13%
1,530
-6
191
$277K 0.12%
5,933
+69
192
$275K 0.12%
5,235
-77
193
$274K 0.12%
12,114
-165
194
$274K 0.12%
1,500
-47
195
$274K 0.12%
5,131
-1,596
196
$271K 0.12%
2,138
197
$271K 0.12%
2,868
-49
198
$270K 0.12%
+5,269
199
$269K 0.12%
12,350
200
$266K 0.12%
4,870
-460
6 7
8
9 10