1WA
180 Wealth Advisors Portfolio holdings
AUM
$717M
This Quarter Return
-12.58%
1 Year Return
+25.94%
3 Year Return
+101.14%
5 Year Return
+168.22%
10 Year Return
–
AUM
$214M
AUM Growth
+$214M
(-0.96%)
Cap. Flow
-$2.06M
Cap. Flow
% of AUM
-0.96%
Top 10 Holdings %
Top 10 Hldgs %
23.6%
Holding
254
New
–
Increased
–
Reduced
62
Closed
–
Top Buys
No buys this quarter
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Novavax
NVAX
$1.23B
| $38K | 0.02% |
20,000
| – | – |
|