1WA

180 Wealth Advisors Portfolio holdings

AUM $880M
1-Year Est. Return 40.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$226M
AUM Growth
+$3.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$872K
2
+$723K
3
+$658K
4
CNP icon
CenterPoint Energy
CNP
+$654K
5
TPR icon
Tapestry
TPR
+$618K

Top Sells

1
+$1.01M
2
+$680K
3
+$646K
4
TRV icon
Travelers Companies
TRV
+$611K
5
FE icon
FirstEnergy
FE
+$575K

Sector Composition

1 Technology 14.39%
2 Consumer Discretionary 10.06%
3 Industrials 9.04%
4 Healthcare 7.09%
5 Financials 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$26K 0.01%
25,000
252
$22K 0.01%
14,700
253
$15K 0.01%
53
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273
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