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
201
$202K 0.1%
7,448
-201
202
$202K 0.1%
5,574
+75
203
$202K 0.1%
14,005
+2,305
204
$201K 0.1%
9,098
-465
205
$201K 0.1%
3,526
-1
206
$171K 0.09%
11,960
+4,336
207
$167K 0.09%
24,422
+4,439
208
$148K 0.08%
34,015
+8,909
209
$144K 0.07%
19,914
-780
210
$134K 0.07%
11,321
211
$111K 0.06%
17,681
+92
212
$95K 0.05%
13,964
+7,958
213
$90K 0.05%
+24,158
214
$63K 0.03%
+13,401
215
$57K 0.03%
11,591
+1,458
216
$51K 0.03%
24,167
-5,642
217
$49K 0.03%
+10,305
218
$33K 0.02%
2,500
219
$25K 0.01%
14,700
220
$18K 0.01%
+1,127
221
– –
-2,035
222
– –
-14,084
223
– –
-1,280
224
– –
-66
225
– –
-14,599
7 8
9
10 11