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
376
$89K 0.02%
13,226
377
$68.3K 0.01%
16,500
-822
378
$66.2K 0.01%
62,432
-7,606
379
$64.9K 0.01%
22,000
-3,071
380
$42.6K 0.01%
637
-42
381
$39.1K 0.01%
836
+87
382
$38.4K 0.01%
14,814
+2,444
383
$37K 0.01%
2,750
384
– –
-15,021
385
– –
-2,578
386
– –
-100
387
– –
-12,197
388
– –
-14,399
389
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-4,745
390
– –
-3,942
391
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-5,000
392
– –
-25,369
393
– –
-1,880
394
– –
-12,829
395
– –
-16,232
396
– –
-8,173
397
– –
-6,738
398
– –
-1,008
399
– –
-1,145
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