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
$392M
AUM Growth
-$66.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
405
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$549K
3
+$440K
4
TSLA icon
Tesla
TSLA
+$408K
5
PCAR icon
PACCAR
PCAR
+$403K

Top Sells

1
+$2.22M
2
+$578K
3
+$451K
4
CC icon
Chemours
CC
+$420K
5
ORLY icon
O'Reilly Automotive
ORLY
+$406K

Sector Composition

1 Technology 24.69%
2 Consumer Discretionary 10.73%
3 Healthcare 9.08%
4 Industrials 6.4%
5 Communication Services 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$276K 0.07%
2,603
+697
277
$275K 0.07%
1,224
+60
278
$275K 0.07%
2,722
-20
279
$275K 0.07%
912
-208
280
$274K 0.07%
5,317
+69
281
$274K 0.07%
6,692
-33
282
$272K 0.07%
+5,748
283
$272K 0.07%
5,460
-125
284
$269K 0.07%
2,437
-241
285
$266K 0.07%
3,424
-48
286
$263K 0.07%
399
+4
287
$263K 0.07%
2,844
+58
288
$261K 0.07%
1,907
+45
289
$259K 0.07%
11,465
+1,248
290
$259K 0.07%
5,004
+55
291
$258K 0.07%
4,167
+773
292
$257K 0.07%
3,036
-22
293
$256K 0.07%
+8,938
294
$255K 0.07%
9,019
+200
295
$254K 0.06%
7,359
-600
296
$254K 0.06%
25,323
+5,325
297
$254K 0.06%
666
-10
298
$253K 0.06%
3,347
299
$251K 0.06%
2,906
300
$251K 0.06%
3,505
-174
10 11
12
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