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
$430M
AUM Growth
+$4.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$753K
3
+$727K
4
CMI icon
Cummins
CMI
+$441K
5
EG icon
Everest Group
EG
+$366K

Top Sells

1
+$1.2M
2
+$680K
3
+$660K
4
AMAT icon
Applied Materials
AMAT
+$651K
5
SGI
Somnigroup International
SGI
+$604K

Sector Composition

1 Technology 26.23%
2 Consumer Discretionary 9.59%
3 Healthcare 7.99%
4 Industrials 6.81%
5 Communication Services 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$214K 0.05%
3,912
-77
327
$213K 0.05%
19,298
+390
328
$211K 0.05%
2,022
-655
329
$210K 0.05%
1,379
-15
330
$207K 0.05%
+9,375
331
$206K 0.05%
+4,108
332
$202K 0.05%
+5,900
333
$200K 0.05%
+2,606
334
$196K 0.05%
19,352
335
$190K 0.04%
14,256
+392
336
$168K 0.04%
+15,018
337
$167K 0.04%
16,570
+761
338
$158K 0.04%
13,262
-780
339
$158K 0.04%
24,749
-276
340
$157K 0.04%
12,000
341
$148K 0.03%
30,301
+1,460
342
$147K 0.03%
31,192
+2,950
343
$143K 0.03%
53,719
+10,909
344
$133K 0.03%
31,165
-905
345
$127K 0.03%
11,455
+635
346
$124K 0.03%
14,492
-1,290
347
$122K 0.03%
13,458
+1,482
348
$122K 0.03%
10,771
-205
349
$119K 0.03%
11,640
350
$115K 0.03%
15,746
+30
12 13
14
15 16