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
$430M
AUM Growth
+$4.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$753K
3
+$727K
4
CMI icon
Cummins
CMI
+$441K
5
EG icon
Everest Group
EG
+$366K

Top Sells

1
+$1.2M
2
+$680K
3
+$660K
4
AMAT icon
Applied Materials
AMAT
+$651K
5
SGI
Somnigroup International
SGI
+$604K

Sector Composition

1 Technology 26.23%
2 Consumer Discretionary 9.59%
3 Healthcare 7.99%
4 Industrials 6.81%
5 Communication Services 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$371K 0.09%
6,821
+67
227
$369K 0.09%
7,145
+90
228
$367K 0.09%
9,635
-65
229
$366K 0.09%
+1,021
230
$361K 0.08%
2,614
+38
231
$360K 0.08%
5,180
+292
232
$357K 0.08%
9,409
+129
233
$355K 0.08%
15,416
+2,272
234
$354K 0.08%
+3,625
235
$348K 0.08%
3,510
+93
236
$345K 0.08%
8,741
+50
237
$344K 0.08%
2,152
-218
238
$342K 0.08%
1,888
-9
239
$340K 0.08%
5,630
+256
240
$338K 0.08%
5,194
-11
241
$337K 0.08%
+13,990
242
$334K 0.08%
+1,164
243
$334K 0.08%
27,640
244
$332K 0.08%
1,362
-30
245
$331K 0.08%
3,716
-256
246
$327K 0.08%
1,431
-26
247
$325K 0.08%
12,499
-797
248
$322K 0.08%
2,927
249
$322K 0.08%
18,405
-741
250
$318K 0.07%
+2,250
8 9
10
11 12