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
$455M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$959K
2
+$947K
3
+$790K
4
MP icon
MP Materials
MP
+$729K
5
AER icon
AerCap
AER
+$707K

Top Sells

1
+$2.06M
2
+$1.25M
3
+$1.09M
4
LUV icon
Southwest Airlines
LUV
+$820K
5
ABB
ABB Ltd
ABB
+$818K

Sector Composition

1 Technology 27.73%
2 Consumer Discretionary 10.92%
3 Healthcare 7.45%
4 Industrials 6.69%
5 Communication Services 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$206K 0.05%
+7,000
327
$205K 0.05%
+3,167
328
$203K 0.04%
1,825
-2,550
329
$203K 0.04%
21,340
+2,042
330
$203K 0.04%
+1,318
331
$202K 0.04%
9,630
+255
332
$202K 0.04%
20,162
+8,968
333
$202K 0.04%
+2,472
334
$201K 0.04%
13,000
-1,000
335
$200K 0.04%
3,723
-189
336
$195K 0.04%
19,352
337
$188K 0.04%
25,156
+407
338
$186K 0.04%
10,910
-2,869
339
$184K 0.04%
26,361
+9,375
340
$179K 0.04%
12,000
341
$171K 0.04%
17,121
+551
342
$169K 0.04%
33,050
+2,749
343
$165K 0.04%
15,896
+150
344
$164K 0.04%
69,140
+8,703
345
$159K 0.03%
26,613
+742
346
$156K 0.03%
32,392
+1,200
347
$148K 0.03%
12,742
-520
348
$127K 0.03%
12,824
-634
349
$126K 0.03%
30,981
-184
350
$121K 0.03%
23,895
+6,150
12 13
14
15 16