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
201
$258K 0.12%
2,834
202
$256K 0.12%
1,677
203
$254K 0.12%
5,163
204
$254K 0.12%
4,043
205
$253K 0.12%
1,732
206
$252K 0.12%
13,426
-1,205
207
$252K 0.12%
10,000
208
$249K 0.12%
19,231
209
$247K 0.12%
9,993
210
$247K 0.12%
1,430
211
$246K 0.11%
3,293
212
$245K 0.11%
9,982
213
$245K 0.11%
3,327
214
$244K 0.11%
9,050
215
$242K 0.11%
2,517
216
$240K 0.11%
16,037
217
$237K 0.11%
2,835
218
$237K 0.11%
2,800
219
$236K 0.11%
2,660
220
$235K 0.11%
128,156
221
$234K 0.11%
3,248
222
$231K 0.11%
5,371
223
$230K 0.11%
5,011
224
$228K 0.11%
5,869
225
$227K 0.11%
2,900
7 8
9
10 11