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
$392M
AUM Growth
-$66.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
405
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$549K
3
+$440K
4
TSLA icon
Tesla
TSLA
+$408K
5
PCAR icon
PACCAR
PCAR
+$403K

Top Sells

1
+$2.22M
2
+$578K
3
+$451K
4
CC icon
Chemours
CC
+$420K
5
ORLY icon
O'Reilly Automotive
ORLY
+$406K

Sector Composition

1 Technology 24.69%
2 Consumer Discretionary 10.73%
3 Healthcare 9.08%
4 Industrials 6.4%
5 Communication Services 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$343K 0.09%
5,942
+1,584
227
$341K 0.09%
3,745
+20
228
$340K 0.09%
2,635
-27
229
$340K 0.09%
1,326
+123
230
$336K 0.09%
5,978
+1,285
231
$335K 0.09%
4,633
-65
232
$333K 0.09%
+10,000
233
$329K 0.08%
1,319
+13
234
$328K 0.08%
8,506
+324
235
$327K 0.08%
+4,000
236
$325K 0.08%
3,749
+690
237
$325K 0.08%
4,035
-48
238
$324K 0.08%
3,798
+104
239
$323K 0.08%
3,805
-267
240
$322K 0.08%
10,975
-3,785
241
$321K 0.08%
6,185
+579
242
$321K 0.08%
19,866
+89
243
$321K 0.08%
12,196
+415
244
$318K 0.08%
4,602
+1,881
245
$318K 0.08%
6,625
+2,355
246
$317K 0.08%
6,659
+449
247
$317K 0.08%
2,491
-313
248
$314K 0.08%
+4,638
249
$313K 0.08%
+10,155
250
$312K 0.08%
10,531
+268
8 9
10
11 12