1WA

180 Wealth Advisors Portfolio holdings

AUM $878M
1-Year Est. Return 37.53%
This Quarter Est. Return
1 Year Est. Return
+37.53%
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
1
$11.6M 5.42%
101,606
2
$8.41M 3.93%
84,020
3
$5.5M 2.57%
14,784
-48
4
$5.11M 2.39%
90,600
5
$3.7M 1.73%
47,433
6
$3.55M 1.66%
95,810
-1,300
7
$3.49M 1.63%
28,546
8
$3.25M 1.52%
29,321
-261
9
$3.16M 1.48%
13,452
10
$2.77M 1.29%
66,331
-802
11
$2.75M 1.28%
19,901
-96
12
$2.6M 1.22%
40,437
-1,506
13
$2.5M 1.17%
76,692
-3,916
14
$2.41M 1.13%
42,463
15
$2.27M 1.06%
35,489
-634
16
$2.24M 1.04%
30,738
-567
17
$2.23M 1.04%
42,859
-2,340
18
$2.22M 1.04%
24,542
-408
19
$2.15M 1%
24,417
-354
20
$2.12M 0.99%
55,864
-3,001
21
$2.01M 0.94%
33,360
22
$2.01M 0.94%
35,600
-688
23
$1.97M 0.92%
29,532
-759
24
$1.95M 0.91%
34,131
-704
25
$1.89M 0.88%
74,377
-1,193
1
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