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
401
$86.3K 0.01%
37,851
-300
402
$84.2K 0.01%
36,125
403
$77.1K 0.01%
10,843
+52
404
$73.3K 0.01%
+17,887
405
$60.4K 0.01%
12,075
+1,220
406
$40.6K 0.01%
26,000
407
$31.3K 0.01%
+16,400
408
$23K ﹤0.01%
10,000
409
$1.37K ﹤0.01%
+25,288
410
– –
-7,557
411
– –
-27,912
412
– –
-80,318
413
– –
-10,500
414
– –
-985
415
– –
-16,500
416
– –
-1,766
417
– –
-6,776
418
– –
-8,679
419
– –
-4,270
420
– –
-496
421
– –
-953
422
– –
-875
423
– –
-19,894
424
– –
-2,227
425
– –
-1,009
14 15 16
17
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