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
$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
1
$13.5M 6.07%
97,678
-16,148
2
$7.07M 3.18%
76,240
-1,440
3
$5.46M 2.46%
46,640
+5,448
4
$4.93M 2.22%
14,736
-463
5
$4.82M 2.17%
59,831
+608
6
$4.64M 2.09%
121,201
+2,456
7
$4.63M 2.08%
88,812
+932
8
$3.74M 1.68%
39,205
-7,018
9
$3.64M 1.64%
30,154
-409
10
$3.63M 1.64%
38,981
+2,852
11
$3.56M 1.6%
62,745
+3,291
12
$3.44M 1.55%
12,532
-355
13
$3.15M 1.42%
52,378
+628
14
$2.94M 1.32%
44,244
+470
15
$2.93M 1.32%
98,075
+5,584
16
$2.68M 1.2%
20,546
-1,350
17
$2.3M 1.03%
36,661
-836
18
$2.29M 1.03%
46,997
+3,743
19
$2.24M 1.01%
61,696
+1,151
20
$2.19M 0.99%
30,580
-2,891
21
$2.1M 0.95%
34,740
-2,400
22
$2.09M 0.94%
17,906
+4,887
23
$2.04M 0.92%
49,780
+4,829
24
$1.98M 0.89%
76,862
-1,474
25
$1.96M 0.88%
42,338
+2,693
1
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