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
$392M
AUM Growth
-$66.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
405
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$549K
3
+$440K
4
TSLA icon
Tesla
TSLA
+$408K
5
PCAR icon
PACCAR
PCAR
+$403K

Top Sells

1
+$2.22M
2
+$578K
3
+$451K
4
CC icon
Chemours
CC
+$420K
5
ORLY icon
O'Reilly Automotive
ORLY
+$406K

Sector Composition

1 Technology 24.69%
2 Consumer Discretionary 10.73%
3 Healthcare 9.08%
4 Industrials 6.4%
5 Communication Services 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$251K 0.06%
647
-297
302
$249K 0.06%
1,089
+253
303
$246K 0.06%
2,587
-321
304
$246K 0.06%
+4,327
305
$246K 0.06%
1,008
+411
306
$245K 0.06%
896
-131
307
$245K 0.06%
1,341
+4
308
$243K 0.06%
13,443
-159
309
$241K 0.06%
858
-105
310
$240K 0.06%
8,068
+2,733
311
$235K 0.06%
21,464
+36
312
$231K 0.06%
1,463
-66
313
$230K 0.06%
2,061
-70
314
$228K 0.06%
12,445
-1,060
315
$227K 0.06%
+7,265
316
$224K 0.06%
9,316
-712
317
$224K 0.06%
2,914
-19
318
$223K 0.06%
14,998
+549
319
$220K 0.06%
+2,272
320
$216K 0.06%
+1,010
321
$215K 0.05%
13,766
+725
322
$213K 0.05%
+1,406
323
$213K 0.05%
4,997
324
$213K 0.05%
1,643
325
$212K 0.05%
+7,954
11 12
13
14 15