1WA

180 Wealth Advisors Portfolio holdings

AUM $878M
1-Year Est. Return 37.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193M
AUM Growth
-$3.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$1.03M
3
+$1.02M
4
CHRW icon
C.H. Robinson
CHRW
+$1.01M
5
ITW icon
Illinois Tool Works
ITW
+$988K

Top Sells

1
+$1.31M
2
+$1.21M
3
+$1.09M
4
MMM icon
3M
MMM
+$1.01M
5
JNJ icon
Johnson & Johnson
JNJ
+$1M

Sector Composition

1 Technology 13.82%
2 Industrials 12.41%
3 Consumer Discretionary 8.48%
4 Healthcare 7.74%
5 Consumer Staples 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-14,076
252
– –
-5,184
253
– –
-3,622
254
– –
-2,594
255
– –
-2,581
256
– –
-1,622
257
– –
-4,777
7 8 9 10
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