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
$430M
AUM Growth
+$4.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$753K
3
+$727K
4
CMI icon
Cummins
CMI
+$441K
5
EG icon
Everest Group
EG
+$366K

Top Sells

1
+$1.2M
2
+$680K
3
+$660K
4
AMAT icon
Applied Materials
AMAT
+$651K
5
SGI
Somnigroup International
SGI
+$604K

Sector Composition

1 Technology 26.23%
2 Consumer Discretionary 9.59%
3 Healthcare 7.99%
4 Industrials 6.81%
5 Communication Services 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$316K 0.07%
2,232
-4
252
$313K 0.07%
4,058
+77
253
$313K 0.07%
19,363
-143
254
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1,852
+263
255
$310K 0.07%
871
+93
256
$309K 0.07%
1,390
-44
257
$309K 0.07%
15,817
+43
258
$304K 0.07%
2,191
+45
259
$304K 0.07%
7,471
-80
260
$303K 0.07%
48,608
+7,042
261
$303K 0.07%
16,725
+200
262
$300K 0.07%
2,446
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263
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5,178
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264
$300K 0.07%
9,241
-2
265
$298K 0.07%
35,984
+12,983
266
$294K 0.07%
3,667
267
$293K 0.07%
11,951
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268
$292K 0.07%
6,567
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269
$290K 0.07%
1,756
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270
$288K 0.07%
+5,000
271
$285K 0.07%
3,785
-569
272
$284K 0.07%
1,957
-180
273
$282K 0.07%
+2,897
274
$281K 0.07%
9,969
-1,322
275
$280K 0.07%
2,806
9 10
11
12 13