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
$628M
AUM Growth
-$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$2.24M
3
+$1.78M
4
LAD icon
Lithia Motors
LAD
+$1.65M
5
INTC icon
Intel
INTC
+$1.61M

Top Sells

1
+$2.88M
2
+$2.15M
3
+$1.91M
4
FLS icon
Flowserve
FLS
+$705K
5
PWR icon
Quanta Services
PWR
+$704K

Sector Composition

1 Technology 26.53%
2 Consumer Discretionary 8.77%
3 Healthcare 7.44%
4 Financials 6.64%
5 Communication Services 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$294K 0.05%
24,298
+4,758
327
$290K 0.05%
31,408
+7,288
328
$289K 0.05%
2,403
+588
329
$287K 0.05%
3,405
-6
330
$286K 0.05%
+6,195
331
$286K 0.05%
2,181
+141
332
$282K 0.05%
5,671
+72
333
$277K 0.04%
8,869
-18,098
334
$273K 0.04%
+3,188
335
$273K 0.04%
884
336
$272K 0.04%
4,273
-587
337
$271K 0.04%
8,296
+98
338
$270K 0.04%
8,716
-351
339
$268K 0.04%
437
-22
340
$268K 0.04%
8,706
341
$267K 0.04%
6,322
+1,287
342
$266K 0.04%
395
+13
343
$263K 0.04%
7,348
+371
344
$255K 0.04%
2,314
+36
345
$253K 0.04%
1,347
+5
346
$253K 0.04%
4,666
+457
347
$252K 0.04%
2,178
+319
348
$247K 0.04%
1,429
-126
349
$245K 0.04%
4,888
+99
350
$243K 0.04%
4,900
-420
12 13
14
15 16