1WA

180 Wealth Advisors Portfolio holdings

AUM $878M
1-Year Est. Return 37.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.53%
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
+$4.12M
2
+$2.46M
3
+$2.23M
4
GNTX icon
Gentex
GNTX
+$2.2M
5
EBAY icon
eBay
EBAY
+$2.11M

Top Sells

1
+$2.45M
2
+$2.41M
3
+$2.05M
4
PLD icon
Prologis
PLD
+$1.97M
5
IFF icon
International Flavors & Fragrances
IFF
+$1.87M

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
– –
-3,248
434
– –
-1,165
435
– –
-910
436
– –
-2,575
437
– –
-5,362
438
– –
-1,319
439
– –
-21,689
440
– –
-1,111
441
– –
-2,191
442
– –
-2,112
443
– –
-2,223
444
– –
-1,322
445
– –
-227
446
– –
-998
447
– –
-45,985
448
– –
-1,000
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