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
$214M
AUM Growth
-$2.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Sector Composition

1 Technology 14.19%
2 Industrials 11.37%
3 Consumer Discretionary 9.71%
4 Healthcare 8.53%
5 Financials 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$38K 0.02%
1,000