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
$455M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$959K
2
+$947K
3
+$790K
4
MP icon
MP Materials
MP
+$729K
5
AER icon
AerCap
AER
+$707K

Top Sells

1
+$2.06M
2
+$1.25M
3
+$1.09M
4
LUV icon
Southwest Airlines
LUV
+$820K
5
ABB
ABB Ltd
ABB
+$818K

Sector Composition

1 Technology 27.73%
2 Consumer Discretionary 10.92%
3 Healthcare 7.45%
4 Industrials 6.69%
5 Communication Services 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$314K 0.07%
1,436
+46
252
$312K 0.07%
1,779
+23
253
$312K 0.07%
37,456
+1,472
254
$312K 0.07%
29,645
+4,350
255
$311K 0.07%
5,343
-1,040
256
$308K 0.07%
17,940
+2,123
257
$306K 0.07%
1,667
-247
258
$303K 0.07%
4,076
+18
259
$301K 0.07%
1,871
-86
260
$297K 0.07%
16,230
-495
261
$295K 0.06%
603
+156
262
$295K 0.06%
3,006
263
$294K 0.06%
47,097
-1,511
264
$292K 0.06%
1,746
+5
265
$291K 0.06%
8,142
+23
266
$291K 0.06%
11,554
-397
267
$288K 0.06%
3,667
268
$285K 0.06%
6,815
-656
269
$284K 0.06%
5,035
-20
270
$281K 0.06%
12,238
-9
271
$281K 0.06%
632
-26
272
$278K 0.06%
+4,838
273
$277K 0.06%
+9,346
274
$267K 0.06%
2,938
+31
275
$265K 0.06%
6,934
+385
9 10
11
12 13