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
201
$283K 0.13%
+5,340
202
$280K 0.13%
3,277
-66
203
$280K 0.13%
157
+11
204
$278K 0.13%
2,803
-546
205
$273K 0.12%
8,222
-1,997
206
$272K 0.12%
1,394
+72
207
$269K 0.12%
3,445
-2,778
208
$269K 0.12%
4,433
+1,312
209
$267K 0.12%
3,302
210
$267K 0.12%
12,350
+3,035
211
$267K 0.12%
+1,536
212
$260K 0.12%
2,936
-634
213
$259K 0.12%
1,547
-2,462
214
$259K 0.12%
3,237
-497
215
$253K 0.11%
1,383
-47
216
$252K 0.11%
3,327
217
$251K 0.11%
51,668
+4,627
218
$250K 0.11%
+16,110
219
$248K 0.11%
1,194
-275
220
$235K 0.11%
+2,688
221
$234K 0.11%
9,982
222
$234K 0.11%
2,712
+277
223
$232K 0.11%
2,328
-4,044
224
$231K 0.1%
+4,479
225
$227K 0.1%
6,067
+198
7 8
9
10 11