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
$500M
AUM Growth
+$55.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$2.47M
3
+$2.18M
4
PEP icon
PepsiCo
PEP
+$2.07M
5
TSCO icon
Tractor Supply
TSCO
+$1.98M

Top Sells

1
+$2.35M
2
+$2.04M
3
+$1.86M
4
TEL icon
TE Connectivity
TEL
+$1.78M
5
NOC icon
Northrop Grumman
NOC
+$1.75M

Sector Composition

1 Technology 28.34%
2 Consumer Discretionary 10.48%
3 Healthcare 6.8%
4 Communication Services 6.08%
5 Industrials 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$420K 0.08%
1,025
+65
227
$419K 0.08%
17,820
+438
228
$416K 0.08%
3,808
-759
229
$408K 0.08%
4,415
-472
230
$407K 0.08%
25,890
+371
231
$406K 0.08%
27,757
+5,294
232
$406K 0.08%
2,939
+435
233
$396K 0.08%
15,586
-110
234
$395K 0.08%
3,356
-37
235
$389K 0.08%
2,397
+88
236
$386K 0.08%
6,881
-110
237
$385K 0.08%
6,573
-132
238
$384K 0.08%
11,086
-2,519
239
$381K 0.08%
9,000
+15
240
$377K 0.08%
9,745
-273
241
$374K 0.07%
1,033
+23
242
$371K 0.07%
13,567
+3,166
243
$369K 0.07%
1,462
-39
244
$361K 0.07%
2,234
-407
245
$360K 0.07%
30,885
+11,172
246
$360K 0.07%
4,549
-430
247
$360K 0.07%
2,490
-100
248
$358K 0.07%
654
+49
249
$356K 0.07%
+1,520
250
$352K 0.07%
5,216
-127
8 9
10
11 12