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
$613M
AUM Growth
+$56.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$2.54M
3
+$2.33M
4
AMGN icon
Amgen
AMGN
+$2.28M
5
PHM icon
Pultegroup
PHM
+$2.24M

Top Sells

1
+$2.77M
2
+$2.41M
3
+$2.14M
4
MET icon
MetLife
MET
+$2.08M
5
LLY icon
Eli Lilly
LLY
+$1.96M

Sector Composition

1 Technology 30.02%
2 Consumer Discretionary 9.94%
3 Healthcare 7.3%
4 Communication Services 6.01%
5 Industrials 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$422K 0.07%
1,769
+82
252
$419K 0.07%
9,174
+634
253
$417K 0.07%
1,940
-7
254
$416K 0.07%
2,688
+781
255
$412K 0.07%
2,060
-488
256
$410K 0.07%
5,988
+510
257
$409K 0.07%
14,297
+4,179
258
$409K 0.07%
3,592
+379
259
$409K 0.07%
6,866
-120
260
$408K 0.07%
2,483
-544
261
$401K 0.07%
8,329
+2,892
262
$401K 0.07%
4,095
+143
263
$399K 0.07%
20,856
-243
264
$398K 0.07%
1,956
+133
265
$398K 0.06%
+112,740
266
$397K 0.06%
43,194
+148
267
$396K 0.06%
1,593
+53
268
$387K 0.06%
1,069
-56
269
$376K 0.06%
8,803
+533
270
$374K 0.06%
+5,726
271
$374K 0.06%
8,431
+30
272
$370K 0.06%
7,744
+405
273
$369K 0.06%
7,208
+414
274
$369K 0.06%
10,930
+25
275
$369K 0.06%
5,911
+501
9 10
11
12 13