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
426
$71.9K 0.01%
16,500
427
$64K 0.01%
22,000
428
$57.8K 0.01%
49,866
-11,071
429
$45.8K 0.01%
1,753
+373
430
$36.9K 0.01%
2,750
431
$34.1K 0.01%
+13,000
432
$6.98K ﹤0.01%
545
-96
433
– –
-1,165
434
– –
-1,000
435
– –
-45,985
436
– –
-998
437
– –
-227
438
– –
-1,322
439
– –
-2,223
440
– –
-2,112
441
– –
-2,191
442
– –
-1,111
443
– –
-21,689
444
– –
-1,319
445
– –
-5,362
446
– –
-3,248
447
– –
-2,575
448
– –
-910
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