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
$430M
AUM Growth
+$4.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$753K
3
+$727K
4
CMI icon
Cummins
CMI
+$441K
5
EG icon
Everest Group
EG
+$366K

Top Sells

1
+$1.2M
2
+$680K
3
+$660K
4
AMAT icon
Applied Materials
AMAT
+$651K
5
SGI
Somnigroup International
SGI
+$604K

Sector Composition

1 Technology 26.23%
2 Consumer Discretionary 9.59%
3 Healthcare 7.99%
4 Industrials 6.81%
5 Communication Services 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$245K 0.06%
5,017
-309
302
$241K 0.06%
4,765
-80
303
$240K 0.06%
5,729
+864
304
$237K 0.06%
11,912
+47
305
$234K 0.05%
3,074
-128
306
$233K 0.05%
14,000
-6,300
307
$231K 0.05%
2,286
-2
308
$231K 0.05%
10,804
-144
309
$229K 0.05%
7,771
+238
310
$229K 0.05%
+1,109
311
$229K 0.05%
+1,160
312
$228K 0.05%
3,146
-11
313
$226K 0.05%
4,200
-12
314
$225K 0.05%
4,700
-300
315
$225K 0.05%
6,740
-52
316
$223K 0.05%
447
+3
317
$222K 0.05%
6,335
-15
318
$222K 0.05%
1,885
+40
319
$222K 0.05%
21,585
+41
320
$222K 0.05%
1,086
+6
321
$220K 0.05%
7,378
+22
322
$220K 0.05%
+493
323
$219K 0.05%
734
+145
324
$217K 0.05%
44,186
+2,016
325
$215K 0.05%
3,664
-76
11 12
13
14 15