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
$500M
AUM Growth
+$55.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$2.47M
3
+$2.18M
4
PEP icon
PepsiCo
PEP
+$2.07M
5
TSCO icon
Tractor Supply
TSCO
+$1.98M

Top Sells

1
+$2.35M
2
+$2.04M
3
+$1.86M
4
TEL icon
TE Connectivity
TEL
+$1.78M
5
NOC icon
Northrop Grumman
NOC
+$1.75M

Sector Composition

1 Technology 28.34%
2 Consumer Discretionary 10.48%
3 Healthcare 6.8%
4 Communication Services 6.08%
5 Industrials 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$266K 0.05%
965
-1,434
302
$265K 0.05%
1,566
+28
303
$264K 0.05%
560
304
$262K 0.05%
+1,251
305
$262K 0.05%
2,091
+209
306
$259K 0.05%
5,905
-780
307
$259K 0.05%
2,377
-5
308
$258K 0.05%
4,182
+67
309
$257K 0.05%
+7,103
310
$257K 0.05%
6,733
+37
311
$254K 0.05%
+2,214
312
$251K 0.05%
3,945
+380
313
$250K 0.05%
+2,771
314
$247K 0.05%
857
+202
315
$244K 0.05%
2,225
-54
316
$242K 0.05%
1,530
-60
317
$242K 0.05%
1,052
-39
318
$238K 0.05%
4,117
+49
319
$238K 0.05%
2,232
320
$237K 0.05%
3,235
-112
321
$236K 0.05%
+5,250
322
$235K 0.05%
+1,111
323
$232K 0.05%
31,396
-864
324
$231K 0.05%
6,035
+520
325
$231K 0.05%
26,061
+2,631
11 12
13
14 15