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
176
$252K 0.13%
7,797
+186
177
$249K 0.13%
22,077
+2,303
178
$248K 0.13%
+2,428
179
$247K 0.13%
5,315
-1,308
180
$246K 0.13%
1,647
+48
181
$246K 0.13%
+1,499
182
$241K 0.13%
3,254
+251
183
$239K 0.12%
2,984
+423
184
$239K 0.12%
2,531
-456
185
$231K 0.12%
4,757
-2,322
186
$227K 0.12%
1,552
-536
187
$226K 0.12%
5,202
-447
188
$225K 0.12%
3,327
189
$223K 0.12%
4,677
-2,737
190
$222K 0.12%
1,567
+62
191
$221K 0.11%
18,750
-10,040
192
$218K 0.11%
2,746
-267
193
$216K 0.11%
4,397
-540
194
$215K 0.11%
4,874
-326
195
$212K 0.11%
5,286
+5
196
$212K 0.11%
2,670
197
$212K 0.11%
2,625
+13
198
$211K 0.11%
+1,389
199
$209K 0.11%
8,013
+696
200
$202K 0.1%
4,897
-2,167
6 7
8
9 10