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
$458M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$1.18M
3
+$990K
4
TWLO icon
Twilio
TWLO
+$675K
5
CLF icon
Cleveland-Cliffs
CLF
+$544K

Top Sells

1
+$2.62M
2
+$978K
3
+$503K
4
CVX icon
Chevron
CVX
+$464K
5
MO icon
Altria Group
MO
+$436K

Sector Composition

1 Technology 24.98%
2 Consumer Discretionary 11.45%
3 Healthcare 8.37%
4 Industrials 6.3%
5 Communication Services 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$200K 0.04%
+2,200
352
$192K 0.04%
46,964
+6,976
353
$165K 0.04%
+11,487
354
$165K 0.04%
11,288
355
$162K 0.04%
20,743
-566
356
$155K 0.03%
15,844
-845
357
$153K 0.03%
+12,637
358
$147K 0.03%
17,929
+3,688
359
$145K 0.03%
21,082
+199
360
$134K 0.03%
+11,640
361
$125K 0.03%
35,964
+46
362
$110K 0.02%
51,804
+8,983
363
$104K 0.02%
14,101
-745
364
$102K 0.02%
17,745
365
$101K 0.02%
12,782
+173
366
$101K 0.02%
659
+343
367
$92K 0.02%
16,159
+3,259
368
$85K 0.02%
+21,480
369
$84K 0.02%
+13,660
370
$80K 0.02%
15,290
371
$72K 0.02%
15,184
-643
372
$67K 0.01%
459
+59
373
$52K 0.01%
2,750
374
$48K 0.01%
11,137
+41
375
$41K 0.01%
2,255
+1,211
12 13 14
15
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