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
$500M
AUM Growth
+$55.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$2.47M
3
+$2.18M
4
PEP icon
PepsiCo
PEP
+$2.07M
5
TSCO icon
Tractor Supply
TSCO
+$1.98M

Top Sells

1
+$2.35M
2
+$2.04M
3
+$1.86M
4
TEL icon
TE Connectivity
TEL
+$1.78M
5
NOC icon
Northrop Grumman
NOC
+$1.75M

Sector Composition

1 Technology 28.34%
2 Consumer Discretionary 10.48%
3 Healthcare 6.8%
4 Communication Services 6.08%
5 Industrials 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$352K 0.07%
50,121
+3,606
252
$346K 0.07%
5,332
-280
253
$338K 0.07%
28,270
254
$336K 0.07%
+5,763
255
$336K 0.07%
4,168
+1,030
256
$335K 0.07%
1,249
257
$334K 0.07%
8,401
+110
258
$332K 0.07%
2,615
-312
259
$331K 0.07%
25,069
+35
260
$330K 0.07%
22,776
+2,253
261
$329K 0.07%
6,579
-274
262
$327K 0.07%
2,238
-1,507
263
$325K 0.07%
1,725
-58
264
$324K 0.06%
9,115
-10
265
$322K 0.06%
1,776
+18
266
$322K 0.06%
5,645
-728
267
$321K 0.06%
1,374
-62
268
$318K 0.06%
17,040
-620
269
$317K 0.06%
6,910
-1,579
270
$317K 0.06%
17,769
-910
271
$315K 0.06%
18,682
-542
272
$314K 0.06%
10,338
-1,842
273
$309K 0.06%
2,958
+52
274
$307K 0.06%
3,137
-550
275
$301K 0.06%
3,270
+200
9 10
11
12 13