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
376
$206K 0.03%
16,762
-2,568
377
$205K 0.03%
+1,265
378
$205K 0.03%
1,130
-87
379
$203K 0.03%
+3,188
380
$202K 0.03%
4,293
+33
381
$202K 0.03%
384
+14
382
$202K 0.03%
6,047
-536
383
$200K 0.03%
97,602
+6,920
384
$197K 0.03%
18,416
385
$194K 0.03%
18,865
386
$193K 0.03%
30,710
-321
387
$164K 0.03%
17,139
+303
388
$152K 0.02%
28,765
-2,465
389
$146K 0.02%
+10,047
390
$137K 0.02%
29,323
-5,687
391
$136K 0.02%
87,450
+6,150
392
$121K 0.02%
+14,055
393
$119K 0.02%
15,066
+1,040
394
$118K 0.02%
24,200
-2,800
395
$110K 0.02%
81,822
-1,263
396
$109K 0.02%
26,950
-17,350
397
$105K 0.02%
10,621
398
$105K 0.02%
11,998
399
$104K 0.02%
13,069
400
$97.4K 0.02%
19,925
14 15
16
17 18