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
$455M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$959K
2
+$947K
3
+$790K
4
MP icon
MP Materials
MP
+$729K
5
AER icon
AerCap
AER
+$707K

Top Sells

1
+$2.06M
2
+$1.25M
3
+$1.09M
4
LUV icon
Southwest Airlines
LUV
+$820K
5
ABB
ABB Ltd
ABB
+$818K

Sector Composition

1 Technology 27.73%
2 Consumer Discretionary 10.92%
3 Healthcare 7.45%
4 Industrials 6.69%
5 Communication Services 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$263K 0.06%
1,173
+64
277
$263K 0.06%
1,636
-596
278
$259K 0.06%
8,152
-39
279
$259K 0.06%
1,945
-1,392
280
$258K 0.06%
2,362
-84
281
$258K 0.06%
7,063
+35
282
$257K 0.06%
2,995
+98
283
$256K 0.06%
79,106
+56,318
284
$253K 0.06%
5,067
+50
285
$252K 0.06%
59,540
+9,680
286
$252K 0.06%
2,977
+156
287
$249K 0.05%
565
-89
288
$246K 0.05%
2,388
-63
289
$246K 0.05%
7,518
+140
290
$246K 0.05%
2,293
+7
291
$245K 0.05%
3,639
-338
292
$242K 0.05%
23,796
+2,211
293
$242K 0.05%
3,347
294
$241K 0.05%
29,214
-1,767
295
$240K 0.05%
7,501
+370
296
$240K 0.05%
6,770
+30
297
$239K 0.05%
43,783
-403
298
$237K 0.05%
1,952
+67
299
$237K 0.05%
12,060
+148
300
$237K 0.05%
681
-101
10 11
12
13 14