1WA

180 Wealth Advisors Portfolio holdings

AUM $878M
1-Year Est. Return 37.53%
This Fund
S&P 500
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
-$3.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$1.03M
3
+$1.02M
4
CHRW icon
C.H. Robinson
CHRW
+$1.01M
5
ITW icon
Illinois Tool Works
ITW
+$988K

Top Sells

1
+$1.31M
2
+$1.21M
3
+$1.09M
4
MMM icon
3M
MMM
+$1.01M
5
JNJ icon
Johnson & Johnson
JNJ
+$1M

Sector Composition

1 Technology 13.82%
2 Industrials 12.41%
3 Consumer Discretionary 8.48%
4 Healthcare 7.74%
5 Consumer Staples 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$130K 0.07%
57,350
+14,750
227
$102K 0.05%
1,530
+194
228
$95K 0.05%
+14,679
229
$42K 0.02%
+20,000
230
– –
-24,550
231
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-3,288
232
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-9,551
233
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-2,304
234
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-6,529
235
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-10,841
236
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-11,564
237
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-9,018
238
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-4,073
239
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-562
240
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-28,032
241
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-1,280
242
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-5,418
243
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-3,591
244
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-5,495
245
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-6,466
246
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-16,465
247
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-27,761
248
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-1,817
249
– –
-5,828
250
– –
-56,472
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