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
$613M
AUM Growth
+$56.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$2.54M
3
+$2.33M
4
AMGN icon
Amgen
AMGN
+$2.28M
5
PHM icon
Pultegroup
PHM
+$2.24M

Top Sells

1
+$2.77M
2
+$2.41M
3
+$2.14M
4
MET icon
MetLife
MET
+$2.08M
5
LLY icon
Eli Lilly
LLY
+$1.96M

Sector Composition

1 Technology 30.02%
2 Consumer Discretionary 9.94%
3 Healthcare 7.3%
4 Communication Services 6.01%
5 Industrials 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$474K 0.08%
12,410
+3,063
227
$473K 0.08%
76,034
-7,244
228
$472K 0.08%
6,928
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229
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957
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230
$471K 0.08%
10,302
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231
$468K 0.08%
+3,152
232
$463K 0.08%
+6,643
233
$458K 0.07%
+5,954
234
$458K 0.07%
9,792
-37,816
235
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40,010
+4,321
236
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237
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238
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239
$447K 0.07%
6,192
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240
$446K 0.07%
3,592
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241
$444K 0.07%
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242
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243
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244
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245
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3,173
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246
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-227
247
$432K 0.07%
+6,171
248
$426K 0.07%
8,890
249
$424K 0.07%
713
+158
250
$422K 0.07%
2,486
-592
8 9
10
11 12