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
$251M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$992K
3
+$989K
4
ATO icon
Atmos Energy
ATO
+$934K
5
BMY icon
Bristol-Myers Squibb
BMY
+$736K

Top Sells

1
+$707K
2
+$628K
3
+$609K
4
DRI icon
Darden Restaurants
DRI
+$608K
5
PG icon
Procter & Gamble
PG
+$601K

Sector Composition

1 Technology 16.34%
2 Consumer Discretionary 9.28%
3 Industrials 8.38%
4 Healthcare 7.46%
5 Financials 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$244K 0.1%
1,288
-275
227
$243K 0.1%
4,937
+8
228
$243K 0.1%
1,785
-334
229
$240K 0.1%
731
230
$240K 0.1%
11,228
+757
231
$238K 0.09%
1,672
+14
232
$235K 0.09%
+3,527
233
$235K 0.09%
5,988
-94
234
$231K 0.09%
+2,154
235
$231K 0.09%
25,106
+549
236
$227K 0.09%
5,070
-4,930
237
$224K 0.09%
+7,188
238
$221K 0.09%
+7,624
239
$219K 0.09%
1,122
-39
240
$218K 0.09%
4,919
241
$217K 0.09%
8,349
-1,162
242
$214K 0.09%
+1,280
243
$212K 0.08%
+3,255
244
$210K 0.08%
+5,281
245
$210K 0.08%
+1,530
246
$205K 0.08%
+1,794
247
$201K 0.08%
+2,186
248
$201K 0.08%
962
-404
249
$200K 0.08%
19,983
-1,264
250
$190K 0.08%
1,123
8 9
10
11 12