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
$613M
AUM Growth
+$56.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$2.54M
3
+$2.33M
4
AMGN icon
Amgen
AMGN
+$2.28M
5
PHM icon
Pultegroup
PHM
+$2.24M

Top Sells

1
+$2.77M
2
+$2.41M
3
+$2.14M
4
MET icon
MetLife
MET
+$2.08M
5
LLY icon
Eli Lilly
LLY
+$1.96M

Sector Composition

1 Technology 30.02%
2 Consumer Discretionary 9.94%
3 Healthcare 7.3%
4 Communication Services 6.01%
5 Industrials 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$327K 0.05%
5,441
+65
302
$322K 0.05%
11,925
+163
303
$321K 0.05%
3,831
-351
304
$320K 0.05%
656
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305
$315K 0.05%
6,962
-692
306
$315K 0.05%
1,310
+451
307
$314K 0.05%
5,036
+272
308
$313K 0.05%
2,233
-130
309
$310K 0.05%
1,916
+154
310
$310K 0.05%
1,314
-95
311
$307K 0.05%
2,292
312
$306K 0.05%
4,303
+119
313
$304K 0.05%
33,052
+4,340
314
$303K 0.05%
10,794
+1,370
315
$303K 0.05%
2,721
+563
316
$303K 0.05%
27,291
-90
317
$302K 0.05%
1,436
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318
$300K 0.05%
23,168
+1,823
319
$300K 0.05%
3,065
-787
320
$300K 0.05%
16,542
+4,598
321
$299K 0.05%
6,355
-768
322
$299K 0.05%
1,319
+73
323
$298K 0.05%
5,494
-682
324
$298K 0.05%
+2,736
325
$297K 0.05%
151,412
+20,486
11 12
13
14 15