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
401
$205K 0.03%
+891
402
$203K 0.03%
+2,619
403
$201K 0.03%
+2,898
404
$198K 0.03%
18,865
-168
405
$187K 0.03%
101,855
+20,570
406
$185K 0.03%
19,910
+2,835
407
$178K 0.03%
16,497
+1,350
408
$177K 0.03%
40,353
+698
409
$176K 0.03%
17,550
+3,694
410
$158K 0.03%
21,900
+8,050
411
$157K 0.03%
12,538
-796
412
$154K 0.03%
27,800
-3,600
413
$134K 0.02%
+17,455
414
$123K 0.02%
+62,350
415
$121K 0.02%
27,912
-896
416
$109K 0.02%
14,206
-296
417
$109K 0.02%
10,621
-179
418
$104K 0.02%
11,605
-299
419
$103K 0.02%
12,469
-1,229
420
$102K 0.02%
+10,771
421
$101K 0.02%
20,993
+300
422
$96.2K 0.02%
+42,750
423
$92.8K 0.02%
13,898
+72
424
$92.3K 0.02%
+10,617
425
$80K 0.01%
37,379
+326
14 15 16
17
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