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
$628M
AUM Growth
-$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$2.24M
3
+$1.78M
4
LAD icon
Lithia Motors
LAD
+$1.65M
5
INTC icon
Intel
INTC
+$1.61M

Top Sells

1
+$2.88M
2
+$2.15M
3
+$1.91M
4
FLS icon
Flowserve
FLS
+$705K
5
PWR icon
Quanta Services
PWR
+$704K

Sector Composition

1 Technology 26.53%
2 Consumer Discretionary 8.77%
3 Healthcare 7.44%
4 Financials 6.64%
5 Communication Services 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$329K 0.05%
3,545
-72
302
$328K 0.05%
3,435
-435
303
$328K 0.05%
32,677
-207
304
$327K 0.05%
2,678
-154
305
$327K 0.05%
2,428
+14
306
$326K 0.05%
5,626
-219
307
$320K 0.05%
16,452
+918
308
$319K 0.05%
27,770
309
$318K 0.05%
5,538
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310
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4,662
-724
311
$315K 0.05%
+15,935
312
$313K 0.05%
1,571
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313
$312K 0.05%
22,865
-2,906
314
$311K 0.05%
1,733
-21
315
$309K 0.05%
9,147
-384
316
$307K 0.05%
1,237
-31
317
$305K 0.05%
32,154
+11,464
318
$305K 0.05%
12,510
-303
319
$304K 0.05%
70,019
+5,522
320
$302K 0.05%
+6,431
321
$302K 0.05%
10,000
322
$299K 0.05%
14,000
323
$298K 0.05%
3,712
-55
324
$298K 0.05%
549
-10
325
$295K 0.05%
946
-92
11 12
13
14 15