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
$392M
AUM Growth
-$66.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
405
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$549K
3
+$440K
4
TSLA icon
Tesla
TSLA
+$408K
5
PCAR icon
PACCAR
PCAR
+$403K

Top Sells

1
+$2.22M
2
+$578K
3
+$451K
4
CC icon
Chemours
CC
+$420K
5
ORLY icon
O'Reilly Automotive
ORLY
+$406K

Sector Composition

1 Technology 24.69%
2 Consumer Discretionary 10.73%
3 Healthcare 9.08%
4 Industrials 6.4%
5 Communication Services 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$309K 0.08%
5,763
+72
252
$308K 0.08%
+6,978
253
$308K 0.08%
4,026
+142
254
$305K 0.08%
17,989
-13,128
255
$304K 0.08%
+4,297
256
$303K 0.08%
3,958
-153
257
$298K 0.08%
3,697
+40
258
$298K 0.08%
4,687
-195
259
$297K 0.08%
+8,086
260
$296K 0.08%
6,975
-9,570
261
$295K 0.08%
12,992
+247
262
$294K 0.08%
6,268
-2,522
263
$292K 0.07%
13,751
+2,887
264
$291K 0.07%
26,049
+5,488
265
$290K 0.07%
5,799
-236
266
$289K 0.07%
8,526
-3,674
267
$288K 0.07%
2,014
+190
268
$286K 0.07%
2,927
269
$285K 0.07%
+1,170
270
$282K 0.07%
+2,639
271
$281K 0.07%
2,486
+281
272
$281K 0.07%
5,397
+652
273
$280K 0.07%
33,339
-713
274
$279K 0.07%
5,914
+78
275
$278K 0.07%
5,272
+1,839
9 10
11
12 13