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
$455M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$959K
2
+$947K
3
+$790K
4
MP icon
MP Materials
MP
+$729K
5
AER icon
AerCap
AER
+$707K

Top Sells

1
+$2.06M
2
+$1.25M
3
+$1.09M
4
LUV icon
Southwest Airlines
LUV
+$820K
5
ABB
ABB Ltd
ABB
+$818K

Sector Composition

1 Technology 27.73%
2 Consumer Discretionary 10.92%
3 Healthcare 7.45%
4 Industrials 6.69%
5 Communication Services 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$366K 0.08%
5,725
+95
227
$362K 0.08%
3,474
-36
228
$356K 0.08%
2,927
229
$353K 0.08%
1,427
-4
230
$353K 0.08%
+10,575
231
$349K 0.08%
2,629
-1,005
232
$348K 0.08%
2,576
-730
233
$346K 0.08%
6,460
-361
234
$343K 0.08%
25,209
-8,181
235
$341K 0.07%
5,227
+47
236
$339K 0.07%
25,569
-50
237
$336K 0.07%
5,205
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238
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889
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239
$333K 0.07%
9,280
-129
240
$332K 0.07%
28,270
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241
$332K 0.07%
2,604
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242
$331K 0.07%
11,716
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243
$330K 0.07%
1,897
+9
244
$328K 0.07%
8,191
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245
$321K 0.07%
6,886
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246
$321K 0.07%
19,177
-186
247
$319K 0.07%
4,938
-240
248
$318K 0.07%
9,620
+379
249
$318K 0.07%
18,430
+25
250
$315K 0.07%
3,448
-268
8 9
10
11 12