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
$628M
AUM Growth
-$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$2.24M
3
+$1.78M
4
LAD icon
Lithia Motors
LAD
+$1.65M
5
INTC icon
Intel
INTC
+$1.61M

Top Sells

1
+$2.88M
2
+$2.15M
3
+$1.91M
4
FLS icon
Flowserve
FLS
+$705K
5
PWR icon
Quanta Services
PWR
+$704K

Sector Composition

1 Technology 26.53%
2 Consumer Discretionary 8.77%
3 Healthcare 7.44%
4 Financials 6.64%
5 Communication Services 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$516K 0.08%
152,692
-2,040
227
$515K 0.08%
123,905
+11,737
228
$507K 0.08%
8,369
+802
229
$505K 0.08%
4,302
-53
230
$505K 0.08%
47,845
-1,700
231
$503K 0.08%
2,159
-40
232
$502K 0.08%
6,191
+1,953
233
$499K 0.08%
17,479
+471
234
$493K 0.08%
18,266
+1,139
235
$489K 0.08%
8,164
-429
236
$489K 0.08%
77,264
+8,621
237
$484K 0.08%
8,469
+525
238
$476K 0.08%
4,819
-206
239
$475K 0.08%
2,285
+34
240
$469K 0.07%
3,495
-8
241
$468K 0.07%
7,827
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242
$467K 0.07%
5,648
-684
243
$467K 0.07%
32,224
+6,965
244
$466K 0.07%
17,187
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245
$466K 0.07%
685
-389
246
$459K 0.07%
2,757
+4
247
$449K 0.07%
85,170
-2,493
248
$447K 0.07%
5,469
-249
249
$446K 0.07%
5,136
+110
250
$445K 0.07%
15,105
-284
8 9
10
11 12