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
$613M
AUM Growth
+$56.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$2.54M
3
+$2.33M
4
AMGN icon
Amgen
AMGN
+$2.28M
5
PHM icon
Pultegroup
PHM
+$2.24M

Top Sells

1
+$2.77M
2
+$2.41M
3
+$2.14M
4
MET icon
MetLife
MET
+$2.08M
5
LLY icon
Eli Lilly
LLY
+$1.96M

Sector Composition

1 Technology 30.02%
2 Consumer Discretionary 9.94%
3 Healthcare 7.3%
4 Communication Services 6.01%
5 Industrials 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$368K 0.06%
18,247
-174
277
$365K 0.06%
48,771
+37,878
278
$365K 0.06%
1,148
-162
279
$361K 0.06%
69,781
+20,570
280
$361K 0.06%
10,889
-2,096
281
$359K 0.06%
+590
282
$357K 0.06%
+5,936
283
$356K 0.06%
753
-16
284
$356K 0.06%
3,743
+756
285
$355K 0.06%
6,173
+423
286
$355K 0.06%
3,651
-349
287
$353K 0.06%
7,473
+1,694
288
$352K 0.06%
2,874
+232
289
$352K 0.06%
25,716
+893
290
$351K 0.06%
47,101
-2,233
291
$351K 0.06%
8,172
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292
$349K 0.06%
11,723
-3,330
293
$349K 0.06%
2,875
-44
294
$349K 0.06%
6,344
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295
$344K 0.06%
12,653
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296
$341K 0.06%
28,270
297
$340K 0.06%
+17,163
298
$337K 0.06%
9,614
+269
299
$335K 0.05%
634
-90
300
$334K 0.05%
17,445
+265
10 11
12
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