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
$628M
AUM Growth
-$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$2.24M
3
+$1.78M
4
LAD icon
Lithia Motors
LAD
+$1.65M
5
INTC icon
Intel
INTC
+$1.61M

Top Sells

1
+$2.88M
2
+$2.15M
3
+$1.91M
4
FLS icon
Flowserve
FLS
+$705K
5
PWR icon
Quanta Services
PWR
+$704K

Sector Composition

1 Technology 26.53%
2 Consumer Discretionary 8.77%
3 Healthcare 7.44%
4 Financials 6.64%
5 Communication Services 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$444K 0.07%
945
-47
252
$439K 0.07%
7,042
+317
253
$419K 0.07%
5,836
254
$419K 0.07%
6,742
+213
255
$418K 0.07%
976
-158
256
$414K 0.07%
8,349
-6
257
$414K 0.07%
4,027
+141
258
$406K 0.06%
43,313
+536
259
$404K 0.06%
3,849
+159
260
$400K 0.06%
13,846
+875
261
$397K 0.06%
4,328
+154
262
$394K 0.06%
1,862
-13
263
$393K 0.06%
1,520
+2
264
$392K 0.06%
3,082
-2,999
265
$387K 0.06%
1,586
+116
266
$386K 0.06%
8,391
+417
267
$381K 0.06%
1,647
+167
268
$381K 0.06%
5,256
-37
269
$380K 0.06%
5,881
-163
270
$377K 0.06%
620
-7
271
$374K 0.06%
20,521
-249
272
$372K 0.06%
6,562
-110
273
$370K 0.06%
707
-55
274
$370K 0.06%
11,931
+1,220
275
$369K 0.06%
8,444
9 10
11
12 13