1WA

180 Wealth Advisors Portfolio holdings

AUM $878M
1-Year Est. Return 37.53%
This Quarter Est. Return
1 Year Est. Return
+37.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193M
AUM Growth
-$58.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Sells

1 +$989K
2 +$674K
3 +$650K
4
MPC icon
Marathon Petroleum
MPC
+$638K
5
OXY icon
Occidental Petroleum
OXY
+$629K

Sector Composition

1 Technology 17.94%
2 Consumer Discretionary 9.58%
3 Healthcare 8.18%
4 Financials 5.78%
5 Consumer Staples 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-14,599
277
-66