1WA
180 Wealth Advisors Portfolio holdings
AUM
$717M
1-Year Return
25.94%
This Quarter Return
-1.92%
1 Year Return
+25.94%
3 Year Return
+101.14%
5 Year Return
+168.22%
10 Year Return
–
AUM
$628M
AUM Growth
-$10.5M
(-1.6%)
Cap. Flow
+$16.4M
Cap. Flow
% of AUM
2.61%
Top 10 Holdings %
Top 10 Hldgs %
25.62%
Holding
456
New
26
Increased
186
Reduced
179
Closed
40
Top Buys
| 1 |
Blackrock
BLK
|
$3.4M |
| 2 |
Air Products & Chemicals
APD
|
$2.24M |
| 3 |
Lam Research
LRCX
|
$1.78M |
| 4 |
Lithia Motors
LAD
|
$1.65M |
| 5 |
Intel
INTC
|
$1.61M |
Top Sells
| 1 |
Pultegroup
PHM
|
$2.88M |
| 2 |
ProShares Ultra QQQ
QLD
|
$2.15M |
| 3 |
Avery Dennison
AVY
|
$1.91M |
| 4 |
Flowserve
FLS
|
$705K |
| 5 |
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% |
