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
$458M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$1.18M
3
+$990K
4
TWLO icon
Twilio
TWLO
+$675K
5
CLF icon
Cleveland-Cliffs
CLF
+$544K

Top Sells

1
+$2.62M
2
+$978K
3
+$503K
4
CVX icon
Chevron
CVX
+$464K
5
MO icon
Altria Group
MO
+$436K

Sector Composition

1 Technology 24.98%
2 Consumer Discretionary 11.45%
3 Healthcare 8.37%
4 Industrials 6.3%
5 Communication Services 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$341K 0.07%
3,059
+984
252
$340K 0.07%
1,027
-55
253
$340K 0.07%
13,602
-8
254
$340K 0.07%
2,662
+168
255
$340K 0.07%
8,182
+416
256
$339K 0.07%
3,083
-177
257
$334K 0.07%
4,083
-127
258
$332K 0.07%
4,270
+1,164
259
$330K 0.07%
1,203
+6
260
$327K 0.07%
2,786
+300
261
$326K 0.07%
+5,606
262
$324K 0.07%
10,864
+975
263
$322K 0.07%
11,818
-604
264
$321K 0.07%
2,678
+131
265
$321K 0.07%
1,164
-6
266
$319K 0.07%
+34,052
267
$317K 0.07%
4,111
-19
268
$314K 0.07%
13,505
-755
269
$313K 0.07%
1,253
-26
270
$309K 0.07%
963
-78
271
$309K 0.07%
617
+25
272
$307K 0.07%
7,959
-111
273
$307K 0.07%
5,248
-5
274
$305K 0.07%
+1,000
275
$304K 0.07%
3,058
-228
9 10
11
12 13