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
351
$241K 0.04%
12,327
-279
352
$241K 0.04%
574
-5
353
$240K 0.04%
3,076
-20
354
$240K 0.04%
1,809
-23
355
$237K 0.04%
4,822
-24
356
$236K 0.04%
1,238
+186
357
$228K 0.04%
4,523
-1,145
358
$226K 0.04%
+1,850
359
$224K 0.04%
+462
360
$222K 0.04%
4,087
+1,061
361
$219K 0.03%
1,057
-543
362
$216K 0.03%
6,349
+1,182
363
$215K 0.03%
1,254
+17
364
$214K 0.03%
+5,358
365
$213K 0.03%
2,447
-551
366
$212K 0.03%
43,333
+13,998
367
$211K 0.03%
+1,447
368
$209K 0.03%
9,940
-300
369
$209K 0.03%
25,109
-439
370
$209K 0.03%
1,476
371
$208K 0.03%
3,932
-145
372
$207K 0.03%
1,443
+141
373
$207K 0.03%
9,977
-709
374
$207K 0.03%
+2,416
375
$206K 0.03%
3,642
-12,275
13 14
15
16 17