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
$196M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$9.04M
2
+$4.9M
3
+$4.15M
4
CVX icon
Chevron
CVX
+$3.6M
5
BA icon
Boeing
BA
+$3.56M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.7%
2 Industrials 12.17%
3 Healthcare 8.54%
4 Consumer Staples 8.51%
5 Consumer Discretionary 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$202K 0.1%
+2,840
227
$201K 0.1%
+4,777
228
$200K 0.1%
+5,240
229
$200K 0.1%
+2,765
230
$173K 0.09%
+18,714
231
$166K 0.08%
+19,181
232
$130K 0.07%
+17,898
233
$128K 0.07%
+1,336
234
$99K 0.05%
+42,600
6 7 8 9
10