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
$500M
AUM Growth
+$55.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$2.47M
3
+$2.18M
4
PEP icon
PepsiCo
PEP
+$2.07M
5
TSCO icon
Tractor Supply
TSCO
+$1.98M

Top Sells

1
+$2.35M
2
+$2.04M
3
+$1.86M
4
TEL icon
TE Connectivity
TEL
+$1.78M
5
NOC icon
Northrop Grumman
NOC
+$1.75M

Sector Composition

1 Technology 28.34%
2 Consumer Discretionary 10.48%
3 Healthcare 6.8%
4 Communication Services 6.08%
5 Industrials 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$228K 0.05%
+8,037
327
$225K 0.05%
884
328
$225K 0.05%
38,057
+2,157
329
$224K 0.04%
26,237
-2,622
330
$224K 0.04%
21,625
331
$224K 0.04%
+2,204
332
$223K 0.04%
1,344
-35
333
$221K 0.04%
+847
334
$221K 0.04%
1,683
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335
$220K 0.04%
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336
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3,290
-187
337
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338
$219K 0.04%
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+42,124
339
$218K 0.04%
3,104
-190
340
$217K 0.04%
1,842
+17
341
$217K 0.04%
+4,111
342
$216K 0.04%
4,212
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343
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344
$215K 0.04%
+6,331
345
$212K 0.04%
6,362
-1,274
346
$212K 0.04%
21,908
+4,440
347
$210K 0.04%
3,054
-470
348
$207K 0.04%
2,672
-10
349
$207K 0.04%
+3,740
350
$207K 0.04%
6,573
-917
12 13
14
15 16