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
$458M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$1.18M
3
+$990K
4
TWLO icon
Twilio
TWLO
+$675K
5
CLF icon
Cleveland-Cliffs
CLF
+$544K

Top Sells

1
+$2.62M
2
+$978K
3
+$503K
4
CVX icon
Chevron
CVX
+$464K
5
MO icon
Altria Group
MO
+$436K

Sector Composition

1 Technology 24.98%
2 Consumer Discretionary 11.45%
3 Healthcare 8.37%
4 Industrials 6.3%
5 Communication Services 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$231K 0.05%
1,705
327
$230K 0.05%
+5,335
328
$229K 0.05%
1,137
+10
329
$229K 0.05%
2,721
-1
330
$227K 0.05%
1,643
-26
331
$226K 0.05%
+1,377
332
$225K 0.05%
3,268
-153
333
$224K 0.05%
13,041
+707
334
$222K 0.05%
+4,215
335
$221K 0.05%
1,199
-28
336
$220K 0.05%
652
-540
337
$216K 0.05%
+2,860
338
$214K 0.05%
1,871
-495
339
$213K 0.05%
19,352
+5,862
340
$211K 0.05%
+5,825
341
$210K 0.05%
+3,433
342
$210K 0.05%
1,677
+18
343
$210K 0.05%
+597
344
$209K 0.05%
+404
345
$208K 0.05%
530
-10
346
$205K 0.04%
2,607
-75
347
$203K 0.04%
+904
348
$202K 0.04%
+836
349
$201K 0.04%
1,715
350
$200K 0.04%
+782
12 13
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