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
$458M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$1.18M
3
+$990K
4
TWLO icon
Twilio
TWLO
+$675K
5
CLF icon
Cleveland-Cliffs
CLF
+$544K

Top Sells

1
+$2.62M
2
+$978K
3
+$503K
4
CVX icon
Chevron
CVX
+$464K
5
MO icon
Altria Group
MO
+$436K

Sector Composition

1 Technology 24.98%
2 Consumer Discretionary 11.45%
3 Healthcare 8.37%
4 Industrials 6.3%
5 Communication Services 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$381K 0.08%
6,607
-2
227
$380K 0.08%
15,835
+288
228
$378K 0.08%
3,725
+723
229
$376K 0.08%
2,742
-125
230
$376K 0.08%
8,569
+346
231
$376K 0.08%
27,140
+8,590
232
$373K 0.08%
+3,884
233
$370K 0.08%
1,306
+45
234
$369K 0.08%
4,972
-3,205
235
$369K 0.08%
12,745
+535
236
$367K 0.08%
18,538
+8,351
237
$366K 0.08%
4,949
-1,256
238
$362K 0.08%
4,698
+250
239
$360K 0.08%
3,694
+1,333
240
$359K 0.08%
11,781
-465
241
$358K 0.08%
2,614
+414
242
$358K 0.08%
4,437
+516
243
$358K 0.08%
6,484
+307
244
$357K 0.08%
2,908
-89
245
$354K 0.08%
637
-118
246
$353K 0.08%
4,398
-137
247
$350K 0.08%
10,263
+442
248
$350K 0.08%
+14,274
249
$349K 0.08%
3,367
-932
250
$344K 0.08%
4,882
8 9
10
11 12