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
$455M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$959K
2
+$947K
3
+$790K
4
MP icon
MP Materials
MP
+$729K
5
AER icon
AerCap
AER
+$707K

Top Sells

1
+$2.06M
2
+$1.25M
3
+$1.09M
4
LUV icon
Southwest Airlines
LUV
+$820K
5
ABB
ABB Ltd
ABB
+$818K

Sector Composition

1 Technology 27.73%
2 Consumer Discretionary 10.92%
3 Healthcare 7.45%
4 Industrials 6.69%
5 Communication Services 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$236K 0.05%
4,719
-46
302
$233K 0.05%
6,511
+124
303
$230K 0.05%
+3,000
304
$229K 0.05%
3,690
+41
305
$228K 0.05%
8,214
+443
306
$223K 0.05%
+5,485
307
$223K 0.05%
3,353
-432
308
$223K 0.05%
5,250
-650
309
$223K 0.05%
1,145
-15
310
$222K 0.05%
10,864
+60
311
$222K 0.05%
3,573
-91
312
$222K 0.05%
6,593
+258
313
$220K 0.05%
4,108
314
$218K 0.05%
1,379
315
$218K 0.05%
3,143
-3
316
$217K 0.05%
+1,044
317
$216K 0.05%
859
-503
318
$214K 0.05%
+8,222
319
$214K 0.05%
+4,870
320
$213K 0.05%
+629
321
$213K 0.05%
471
-22
322
$210K 0.05%
+4,083
323
$208K 0.05%
4,248
+48
324
$208K 0.05%
+1,938
325
$208K 0.05%
+884
11 12
13
14 15