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
$613M
AUM Growth
+$56.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$2.54M
3
+$2.33M
4
AMGN icon
Amgen
AMGN
+$2.28M
5
PHM icon
Pultegroup
PHM
+$2.24M

Top Sells

1
+$2.77M
2
+$2.41M
3
+$2.14M
4
MET icon
MetLife
MET
+$2.08M
5
LLY icon
Eli Lilly
LLY
+$1.96M

Sector Composition

1 Technology 30.02%
2 Consumer Discretionary 9.94%
3 Healthcare 7.3%
4 Communication Services 6.01%
5 Industrials 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$233K 0.04%
12,000
377
$230K 0.04%
22,652
+6,537
378
$227K 0.04%
+4,633
379
$223K 0.04%
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-600
380
$222K 0.04%
2,667
381
$220K 0.04%
1,496
+72
382
$219K 0.04%
19,987
-565
383
$218K 0.04%
7,016
-1,424
384
$217K 0.04%
2,531
-277
385
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+788
386
$216K 0.04%
+3,712
387
$216K 0.04%
1,208
-52
388
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1,577
-406
389
$215K 0.04%
+13,015
390
$214K 0.03%
40,180
+2,807
391
$214K 0.03%
1,237
-173
392
$214K 0.03%
1,548
-109
393
$213K 0.03%
678
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394
$211K 0.03%
6,550
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395
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396
$210K 0.03%
7,267
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397
$210K 0.03%
+560
398
$210K 0.03%
+16,050
399
$208K 0.03%
+1,317
400
$206K 0.03%
2,835
-400
14 15
16
17 18