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
351
$207K 0.04%
11,551
+59
352
$205K 0.04%
6,575
-187
353
$203K 0.04%
2,571
-174
354
$202K 0.04%
+1,407
355
$200K 0.04%
+4,014
356
$197K 0.04%
31,496
+2,170
357
$193K 0.04%
12,000
358
$192K 0.04%
56,440
-10,000
359
$191K 0.04%
19,352
360
$183K 0.04%
10,000
-3,000
361
$172K 0.03%
36,890
+330
362
$153K 0.03%
13,297
-225
363
$147K 0.03%
27,626
+504
364
$141K 0.03%
35,605
+915
365
$134K 0.03%
+11,015
366
$129K 0.03%
12,101
-789
367
$128K 0.03%
16,823
+992
368
$128K 0.03%
14,130
-810
369
$124K 0.02%
12,595
+600
370
$121K 0.02%
16,899
+3,737
371
$114K 0.02%
11,140
372
$106K 0.02%
13,662
-430
373
$103K 0.02%
20,693
374
$99.1K 0.02%
+14,502
375
$98.2K 0.02%
35,580
-1,288
12 13 14
15
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