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
$392M
AUM Growth
-$66.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
405
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$549K
3
+$440K
4
TSLA icon
Tesla
TSLA
+$408K
5
PCAR icon
PACCAR
PCAR
+$403K

Top Sells

1
+$2.22M
2
+$578K
3
+$451K
4
CC icon
Chemours
CC
+$420K
5
ORLY icon
O'Reilly Automotive
ORLY
+$406K

Sector Composition

1 Technology 24.69%
2 Consumer Discretionary 10.73%
3 Healthcare 9.08%
4 Industrials 6.4%
5 Communication Services 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$99K 0.03%
36,720
+756
352
$94K 0.02%
12,834
+52
353
$91K 0.02%
17,745
354
$90K 0.02%
19,290
+4,000
355
$89K 0.02%
20,279
+4,120
356
$86K 0.02%
+10,000
357
$81K 0.02%
15,254
+70
358
$76K 0.02%
+20,005
359
$72K 0.02%
752
+93
360
$69K 0.02%
18,632
+703
361
$67K 0.02%
26,110
+12,450
362
$64K 0.02%
+11,825
363
$53K 0.01%
11,729
-2,372
364
$48K 0.01%
+17,000
365
$45K 0.01%
46,486
-5,318
366
$44K 0.01%
11,193
+56
367
$39K 0.01%
2,750
368
$31K 0.01%
318
-141
369
– –
-4,215
370
– –
-986
371
– –
-1,253
372
– –
-1,170
373
– –
-637
374
– –
-2,607
375
– –
-11,881
13 14
15
16 17