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
$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
1
$14.3M 6.48%
113,826
+12,220
2
$7.46M 3.38%
77,680
-6,340
3
$5.43M 2.46%
15,199
+415
4
$4.71M 2.13%
59,223
+11,790
5
$4.59M 2.08%
41,192
+11,871
6
$4.46M 2.02%
87,880
-2,720
7
$4.44M 2.02%
118,745
+22,935
8
$3.62M 1.64%
30,563
+2,017
9
$3.6M 1.64%
46,223
+3,760
10
$3.36M 1.53%
36,129
+11,587
11
$3.33M 1.51%
59,454
+23,854
12
$3.16M 1.43%
51,750
+16,261
13
$3.1M 1.4%
12,887
-565
14
$3.06M 1.39%
21,896
+1,995
15
$2.86M 1.3%
92,491
+15,799
16
$2.85M 1.29%
43,774
+3,337
17
$2.38M 1.08%
33,471
+2,733
18
$2.35M 1.06%
60,545
-5,786
19
$2.21M 1%
37,497
+3,366
20
$2.19M 0.99%
37,140
+3,780
21
$2.09M 0.95%
43,254
+20,855
22
$1.94M 0.88%
39,645
-3,214
23
$1.89M 0.86%
16,709
+3,955
24
$1.89M 0.86%
44,951
+8,727
25
$1.85M 0.84%
28,217
-1,315
1
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