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
$500M
AUM Growth
+$55.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$2.47M
3
+$2.18M
4
PEP icon
PepsiCo
PEP
+$2.07M
5
TSCO icon
Tractor Supply
TSCO
+$1.98M

Top Sells

1
+$2.35M
2
+$2.04M
3
+$1.86M
4
TEL icon
TE Connectivity
TEL
+$1.78M
5
NOC icon
Northrop Grumman
NOC
+$1.75M

Sector Composition

1 Technology 28.34%
2 Consumer Discretionary 10.48%
3 Healthcare 6.8%
4 Communication Services 6.08%
5 Industrials 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$299K 0.06%
3,123
+35
277
$299K 0.06%
9,311
-455
278
$298K 0.06%
4,560
279
$297K 0.06%
3,030
-187
280
$296K 0.06%
5,164
+203
281
$296K 0.06%
2,054
+21
282
$295K 0.06%
3,649
+1
283
$294K 0.06%
11,433
-10
284
$294K 0.06%
12,085
-280
285
$293K 0.06%
7,879
+50
286
$292K 0.06%
7,991
-1,000
287
$288K 0.06%
2,000
-55
288
$285K 0.06%
7,663
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289
$285K 0.06%
4,811
-124
290
$285K 0.06%
119,561
+4,747
291
$284K 0.06%
2,115
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292
$283K 0.06%
+2,238
293
$281K 0.06%
5,520
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294
$281K 0.06%
683
295
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+1,920
296
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463
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297
$279K 0.06%
1,712
-57
298
$276K 0.06%
8,460
+92
299
$275K 0.06%
7,527
-243
300
$269K 0.05%
7,567
-212
10 11
12
13 14