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
$222M
AUM Growth
+$1.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$797K
2
+$772K
3
+$687K
4
RY icon
Royal Bank of Canada
RY
+$680K
5
PSA icon
Public Storage
PSA
+$636K

Top Sells

1
+$2.05M
2
+$759K
3
+$626K
4
HON icon
Honeywell
HON
+$574K
5
NUE icon
Nucor
NUE
+$572K

Sector Composition

1 Technology 13.7%
2 Consumer Discretionary 9.96%
3 Industrials 8.93%
4 Healthcare 7.54%
5 Financials 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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-51,668
266
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