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
$216M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$969K
3
+$858K
4
MPC icon
Marathon Petroleum
MPC
+$853K
5
PEP icon
PepsiCo
PEP
+$755K

Top Sells

1
+$1.39M
2
+$1.31M
3
+$1.15M
4
PHM icon
Pultegroup
PHM
+$859K
5
UAL icon
United Airlines
UAL
+$728K

Sector Composition

1 Technology 14.09%
2 Industrials 11.31%
3 Consumer Discretionary 9.64%
4 Healthcare 8.5%
5 Financials 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$223K 0.1%
9,315
-432
227
$223K 0.1%
+2,410
228
$220K 0.1%
803
-61
229
$219K 0.1%
2,746
+320
230
$217K 0.1%
11,089
-932
231
$216K 0.1%
3,549
+283
232
$216K 0.1%
1,708
-38
233
$215K 0.1%
4,345
234
$214K 0.1%
+1,705
235
$212K 0.1%
+2,435
236
$211K 0.1%
+3,121
237
$207K 0.1%
5,341
-56
238
$206K 0.1%
+1,322
239
$204K 0.09%
8,756
-423
240
$202K 0.09%
8,588
-744
241
$184K 0.09%
22,974
+3,556
242
$180K 0.08%
18,996
+93
243
$176K 0.08%
16,241
-680
244
$174K 0.08%
+49,762
245
$170K 0.08%
24,204
-2,323
246
$168K 0.08%
+36,691
247
$149K 0.07%
+33,530
248
$148K 0.07%
19,751
+190
249
$102K 0.05%
14,007
-12,115
250
$81K 0.04%
30,000
7 8 9
10
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