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
201
$265K 0.12%
1,597
-774
202
$263K 0.12%
6,274
-2,815
203
$262K 0.12%
1,530
-2,982
204
$257K 0.12%
3,603
-220
205
$257K 0.12%
5,688
-1,461
206
$253K 0.11%
5,353
+163
207
$252K 0.11%
5,378
+38
208
$251K 0.11%
1,238
-26
209
$246K 0.11%
4,979
+800
210
$245K 0.11%
26,367
-3,058
211
$244K 0.11%
3,327
212
$243K 0.11%
1,368
-26
213
$243K 0.11%
9,982
214
$241K 0.11%
3,400
-70
215
$238K 0.11%
+1,000
216
$237K 0.11%
+1,950
217
$236K 0.11%
4,523
+44
218
$235K 0.11%
2,634
-54
219
$234K 0.11%
2,674
-3,716
220
$231K 0.1%
+5,818
221
$229K 0.1%
1,033
-4
222
$227K 0.1%
1,819
-671
223
$224K 0.1%
1,552
224
$222K 0.1%
+12,440
225
$222K 0.1%
2,352
-6
7 8
9
10 11