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
$251M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$992K
3
+$989K
4
ATO icon
Atmos Energy
ATO
+$934K
5
BMY icon
Bristol-Myers Squibb
BMY
+$736K

Top Sells

1
+$707K
2
+$628K
3
+$609K
4
DRI icon
Darden Restaurants
DRI
+$608K
5
PG icon
Procter & Gamble
PG
+$601K

Sector Composition

1 Technology 16.34%
2 Consumer Discretionary 9.28%
3 Industrials 8.38%
4 Healthcare 7.46%
5 Financials 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$179K 0.07%
20,694
+181
252
$178K 0.07%
+15,139
253
$170K 0.07%
17,589
-1,057
254
$169K 0.07%
11,623
-233
255
$154K 0.06%
11,321
256
$143K 0.06%
10,914
-575
257
$120K 0.05%
29,809
-2,248
258
$119K 0.05%
+19,477
259
$111K 0.04%
+10,250
260
$82K 0.03%
10,133
-267
261
$59K 0.02%
+2,500
262
$43K 0.02%
14,700
263
$9K ﹤0.01%
66
+13
264
– –
-227
265
– –
-3,643
266
– –
-7,405
267
– –
-3,162
268
– –
-12,497
269
– –
-25,000
270
– –
-4,405
271
– –
-4,813
272
– –
-23,438
273
– –
-12,307
274
– –
-1,921
275
– –
-4,504
8 9 10
11
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