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
$613M
AUM Growth
+$56.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$2.54M
3
+$2.33M
4
AMGN icon
Amgen
AMGN
+$2.28M
5
PHM icon
Pultegroup
PHM
+$2.24M

Top Sells

1
+$2.77M
2
+$2.41M
3
+$2.14M
4
MET icon
MetLife
MET
+$2.08M
5
LLY icon
Eli Lilly
LLY
+$1.96M

Sector Composition

1 Technology 30.02%
2 Consumer Discretionary 9.94%
3 Healthcare 7.3%
4 Communication Services 6.01%
5 Industrials 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$296K 0.05%
1,323
+198
327
$291K 0.05%
+1,647
328
$288K 0.05%
20,449
-2,010
329
$288K 0.05%
1,744
-50
330
$287K 0.05%
456
-4
331
$286K 0.05%
2,732
+226
332
$285K 0.05%
884
333
$284K 0.05%
5,745
-100
334
$284K 0.05%
5,630
+310
335
$282K 0.05%
4,095
336
$280K 0.05%
3,863
-28,736
337
$276K 0.04%
1,979
-1,425
338
$275K 0.04%
2,667
-798
339
$272K 0.04%
+10,000
340
$271K 0.04%
+33,354
341
$266K 0.04%
1,843
+455
342
$266K 0.04%
1,572
-118
343
$265K 0.04%
2,909
+558
344
$265K 0.04%
2,017
-74
345
$265K 0.04%
+8,299
346
$264K 0.04%
1,496
-151
347
$264K 0.04%
9,197
-400
348
$263K 0.04%
1,590
+6
349
$263K 0.04%
+4,731
350
$263K 0.04%
8,938
+601
12 13
14
15 16