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
$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
1
$17.3M 8.96%
111,154
-34
2
$7.44M 3.86%
77,520
+1,460
3
$6.04M 3.14%
98,664
+1,744
4
$5.77M 2.99%
56,597
+4,355
5
$4.93M 2.56%
60,210
-6,027
6
$4.25M 2.21%
132,622
+6,381
7
$3.61M 1.87%
79,881
+6,645
8
$3.33M 1.73%
11,413
-342
9
$3.03M 1.57%
46,562
+207
10
$2.87M 1.49%
65,175
+5,966
11
$2.77M 1.44%
48,550
+3,328
12
$2.71M 1.41%
37,530
+913
13
$2.62M 1.36%
54,001
+995
14
$2.33M 1.21%
105,614
+5,496
15
$2.27M 1.18%
42,736
+3,061
16
$2.21M 1.15%
66,299
+5,205
17
$2.14M 1.11%
30,560
+13,109
18
$2.12M 1.1%
37,980
+2,600
19
$2.11M 1.1%
15,879
-567
20
$2.03M 1.05%
51,300
-882
21
$1.95M 1.01%
25,597
-304
22
$1.73M 0.9%
79,682
+1,481
23
$1.69M 0.88%
10,738
+1,052
24
$1.63M 0.85%
46,638
+7,153
25
$1.6M 0.83%
12,999
+257
1
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