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
$628M
AUM Growth
-$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$2.24M
3
+$1.78M
4
LAD icon
Lithia Motors
LAD
+$1.65M
5
INTC icon
Intel
INTC
+$1.61M

Top Sells

1
+$2.88M
2
+$2.15M
3
+$1.91M
4
FLS icon
Flowserve
FLS
+$705K
5
PWR icon
Quanta Services
PWR
+$704K

Sector Composition

1 Technology 26.53%
2 Consumer Discretionary 8.77%
3 Healthcare 7.44%
4 Financials 6.64%
5 Communication Services 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$369K 0.06%
67,508
+5,724
277
$369K 0.06%
1,393
+102
278
$367K 0.06%
14,461
-2,273
279
$365K 0.06%
664
+42
280
$363K 0.06%
2,831
-842
281
$361K 0.06%
775
-150
282
$361K 0.06%
1,378
-112
283
$358K 0.06%
39,886
+5,079
284
$358K 0.06%
58,458
-4,285
285
$358K 0.06%
93,843
-1,808
286
$357K 0.06%
6,691
-723
287
$354K 0.06%
7,125
-19
288
$354K 0.06%
2,072
-55
289
$348K 0.06%
5,014
+173
290
$348K 0.06%
6,271
-806
291
$347K 0.06%
1,003
-1,453
292
$346K 0.06%
32,942
+6,210
293
$346K 0.06%
2,373
+116
294
$343K 0.05%
1,122
-10
295
$342K 0.05%
1,463
+136
296
$336K 0.05%
5,551
+320
297
$332K 0.05%
1,879
-219
298
$331K 0.05%
528
-738
299
$330K 0.05%
649
-39
300
$330K 0.05%
7,964
+148
10 11
12
13 14