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
$458M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$1.18M
3
+$990K
4
TWLO icon
Twilio
TWLO
+$675K
5
CLF icon
Cleveland-Cliffs
CLF
+$544K

Top Sells

1
+$2.62M
2
+$978K
3
+$503K
4
CVX icon
Chevron
CVX
+$464K
5
MO icon
Altria Group
MO
+$436K

Sector Composition

1 Technology 24.98%
2 Consumer Discretionary 11.45%
3 Healthcare 8.37%
4 Industrials 6.3%
5 Communication Services 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$272K 0.06%
1,337
-6
302
$272K 0.06%
+4,510
303
$271K 0.06%
4,358
+46
304
$266K 0.06%
1,182
305
$261K 0.06%
2,933
-132
306
$260K 0.06%
3,874
-61
307
$258K 0.06%
3,730
308
$257K 0.06%
21,428
+4,476
309
$255K 0.06%
986
-73
310
$255K 0.06%
3,347
-200
311
$255K 0.06%
2,729
+222
312
$253K 0.06%
1,862
+369
313
$250K 0.05%
2,906
-28
314
$250K 0.05%
19,998
+5,839
315
$250K 0.05%
943
+54
316
$244K 0.05%
+734
317
$242K 0.05%
10,028
+1,062
318
$238K 0.05%
7,969
+342
319
$237K 0.05%
3,394
+103
320
$234K 0.05%
8,394
321
$234K 0.05%
6,178
-282
322
$233K 0.05%
25,951
+1,255
323
$232K 0.05%
4,997
+22
324
$232K 0.05%
884
325
$232K 0.05%
1,386
11 12
13
14 15