1WA

180 Wealth Advisors Portfolio holdings

AUM $878M
1-Year Est. Return 37.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.53%
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
+$1.33M
2
+$1.27M
3
+$1.25M
4
HDV
iShares Core High Dividend ETF
HDV
+$1.04M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$960K

Top Sells

1
+$904K
2
+$842K
3
+$806K
4
HSBC icon
HSBC
HSBC
+$746K
5
NFX
Newfield Exploration
NFX
+$639K

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
$280K 0.13%
3,277
-66
202
$280K 0.13%
157
+11
203
$278K 0.13%
2,803
-546
204
$273K 0.12%
8,222
-1,997
205
$272K 0.12%
1,394
+72
206
$269K 0.12%
3,445
-2,778
207
$269K 0.12%
4,433
+1,312
208
$267K 0.12%
12,350
+3,035
209
$267K 0.12%
+1,536
210
$267K 0.12%
3,302
211
$260K 0.12%
2,936
-634
212
$259K 0.12%
1,547
-2,462
213
$259K 0.12%
3,237
-497
214
$253K 0.11%
1,383
-47
215
$252K 0.11%
3,327
216
$251K 0.11%
51,668
+4,627
217
$250K 0.11%
+16,110
218
$248K 0.11%
1,194
-275
219
$235K 0.11%
+2,688
220
$234K 0.11%
9,982
221
$234K 0.11%
2,712
+277
222
$232K 0.11%
2,328
-4,044
223
$231K 0.1%
+4,479
224
$227K 0.1%
6,067
+198
225
$226K 0.1%
23,383
+7,142
7 8
9
10 11