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
$392M
AUM Growth
-$66.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
405
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$549K
3
+$440K
4
TSLA icon
Tesla
TSLA
+$408K
5
PCAR icon
PACCAR
PCAR
+$403K

Top Sells

1
+$2.22M
2
+$578K
3
+$451K
4
CC icon
Chemours
CC
+$420K
5
ORLY icon
O'Reilly Automotive
ORLY
+$406K

Sector Composition

1 Technology 24.69%
2 Consumer Discretionary 10.73%
3 Healthcare 9.08%
4 Industrials 6.4%
5 Communication Services 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$211K 0.05%
19,352
327
$210K 0.05%
1,221
-223
328
$210K 0.05%
+967
329
$209K 0.05%
727
-302
330
$207K 0.05%
+9,700
331
$205K 0.05%
8,394
332
$205K 0.05%
3,356
+15
333
$203K 0.05%
2,852
+123
334
$203K 0.05%
1,386
335
$203K 0.05%
851
+69
336
$202K 0.05%
1,846
-25
337
$202K 0.05%
1,456
+79
338
$200K 0.05%
611
+81
339
$199K 0.05%
26,891
+940
340
$175K 0.04%
23,049
+2,306
341
$159K 0.04%
11,288
342
$145K 0.04%
12,247
-390
343
$143K 0.04%
47,720
+756
344
$143K 0.04%
21,206
+124
345
$142K 0.04%
15,821
-23
346
$126K 0.03%
11,640
347
$126K 0.03%
+12,000
348
$113K 0.03%
12,043
+556
349
$111K 0.03%
29,775
+8,295
350
$105K 0.03%
+15,371
12 13
14
15 16