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
$458M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$1.18M
3
+$990K
4
TWLO icon
Twilio
TWLO
+$675K
5
CLF icon
Cleveland-Cliffs
CLF
+$544K

Top Sells

1
+$2.62M
2
+$978K
3
+$503K
4
CVX icon
Chevron
CVX
+$464K
5
MO icon
Altria Group
MO
+$436K

Sector Composition

1 Technology 24.98%
2 Consumer Discretionary 11.45%
3 Healthcare 8.37%
4 Industrials 6.3%
5 Communication Services 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$304K 0.07%
6,035
-486
277
$303K 0.07%
1,230
-288
278
$302K 0.07%
4,745
-1,233
279
$301K 0.07%
676
+60
280
$301K 0.07%
3,657
+787
281
$297K 0.06%
+1,824
282
$296K 0.06%
1,590
-152
283
$291K 0.06%
1,029
-45
284
$289K 0.06%
1,170
+242
285
$289K 0.06%
2,927
286
$289K 0.06%
1,906
-108
287
$288K 0.06%
6,725
+30
288
$286K 0.06%
3,679
-1,608
289
$283K 0.06%
4,693
+870
290
$282K 0.06%
5,585
-183
291
$281K 0.06%
1,854
-19
292
$280K 0.06%
1,444
-15
293
$279K 0.06%
5,836
+1,775
294
$278K 0.06%
20,561
+4,125
295
$277K 0.06%
2,131
+505
296
$277K 0.06%
8,819
-576
297
$277K 0.06%
3,341
-70
298
$277K 0.06%
10,217
-1,622
299
$276K 0.06%
1,529
+88
300
$276K 0.06%
3,472
+106
10 11
12
13 14