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
$196M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$9.04M
2
+$4.9M
3
+$4.15M
4
CVX icon
Chevron
CVX
+$3.6M
5
BA icon
Boeing
BA
+$3.56M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.7%
2 Industrials 12.17%
3 Healthcare 8.54%
4 Consumer Staples 8.51%
5 Consumer Discretionary 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.77M 0.9%
+16,756
27
$1.72M 0.88%
+29,939
28
$1.64M 0.83%
+8,306
29
$1.63M 0.83%
+5,086
30
$1.61M 0.82%
+52,478
31
$1.6M 0.82%
+46,177
32
$1.57M 0.8%
+21,948
33
$1.55M 0.79%
+8,990
34
$1.54M 0.78%
+14,386
35
$1.51M 0.77%
+14,470
36
$1.49M 0.76%
+36,256
37
$1.46M 0.74%
+9,968
38
$1.44M 0.73%
+21,023
39
$1.42M 0.72%
+12,139
40
$1.4M 0.71%
+20,083
41
$1.39M 0.71%
+30,038
42
$1.38M 0.7%
+7,922
43
$1.37M 0.7%
+11,383
44
$1.34M 0.68%
+45,539
45
$1.33M 0.68%
+13,079
46
$1.32M 0.67%
+25,160
47
$1.32M 0.67%
+16,291
48
$1.31M 0.67%
+27,761
49
$1.26M 0.64%
+6,665
50
$1.23M 0.63%
+15,355
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