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
$430M
AUM Growth
+$4.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$753K
3
+$727K
4
CMI icon
Cummins
CMI
+$441K
5
EG icon
Everest Group
EG
+$366K

Top Sells

1
+$1.2M
2
+$680K
3
+$660K
4
AMAT icon
Applied Materials
AMAT
+$651K
5
SGI
Somnigroup International
SGI
+$604K

Sector Composition

1 Technology 26.23%
2 Consumer Discretionary 9.59%
3 Healthcare 7.99%
4 Industrials 6.81%
5 Communication Services 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$279K 0.06%
5,055
+500
277
$278K 0.06%
7,028
+335
278
$277K 0.06%
12,247
+350
279
$272K 0.06%
3,006
-30
280
$272K 0.06%
25,295
+1,300
281
$270K 0.06%
1,741
282
$270K 0.06%
5,360
-710
283
$270K 0.06%
+1,023
284
$269K 0.06%
658
-8
285
$269K 0.06%
3,977
-263
286
$268K 0.06%
30,981
-272
287
$267K 0.06%
8,191
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288
$264K 0.06%
3,649
+36
289
$262K 0.06%
+1,343
290
$257K 0.06%
7,131
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291
$256K 0.06%
13,779
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292
$254K 0.06%
6,549
-20
293
$253K 0.06%
2,907
-3,043
294
$252K 0.06%
654
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295
$249K 0.06%
2,451
-12
296
$248K 0.06%
2,821
+451
297
$247K 0.06%
3,347
-70
298
$247K 0.06%
6,387
-37
299
$246K 0.06%
782
+87
300
$245K 0.06%
49,860
+9,570
10 11
12
13 14