1WA

180 Wealth Advisors Portfolio holdings

AUM $878M
1-Year Est. Return 37.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$251M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$962K
3
+$933K
4
ATO icon
Atmos Energy
ATO
+$901K
5
VFC icon
VF Corp
VFC
+$672K

Top Sells

1
+$657K
2
+$628K
3
+$609K
4
DRI icon
Darden Restaurants
DRI
+$608K
5
PG icon
Procter & Gamble
PG
+$584K

Sector Composition

1 Technology 16.34%
2 Consumer Discretionary 9.28%
3 Industrials 8.38%
4 Healthcare 7.46%
5 Financials 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-227
277
– –
-5,612
278
– –
-5,383
279
– –
-7,414
280
– –
-7,771
281
– –
-28,524
282
– –
-10,179
283
– –
-1,000
284
– –
-4,504
285
– –
-4,405
286
– –
-25,000
8 9 10 11
12