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
$193M
AUM Growth
-$3.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$1.03M
3
+$989K
4
ALK icon
Alaska Air
ALK
+$953K
5
ITW icon
Illinois Tool Works
ITW
+$936K

Top Sells

1
+$1.31M
2
+$1.21M
3
+$1.02M
4
JNJ icon
Johnson & Johnson
JNJ
+$952K
5
MMM icon
3M
MMM
+$938K

Sector Composition

1 Technology 13.82%
2 Industrials 12.41%
3 Consumer Discretionary 8.48%
4 Healthcare 7.74%
5 Consumer Staples 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.74M 0.91%
30,614
-3,517
27
$1.68M 0.87%
32,640
+7,480
28
$1.67M 0.87%
24,563
+4,480
29
$1.59M 0.83%
9,979
-688
30
$1.59M 0.82%
4,692
-394
31
$1.58M 0.82%
15,851
-905
32
$1.55M 0.8%
10,534
+566
33
$1.54M 0.8%
19,526
+4,171
34
$1.47M 0.76%
13,352
-1,034
35
$1.45M 0.75%
13,913
-557
36
$1.44M 0.75%
23,770
+13,577
37
$1.43M 0.74%
21,756
+6,896
38
$1.41M 0.73%
40,720
-5,457
39
$1.41M 0.73%
12,449
+310
40
$1.4M 0.72%
22,427
+479
41
$1.37M 0.71%
45,834
-6,644
42
$1.36M 0.71%
45,345
-194
43
$1.29M 0.67%
17,515
+6,766
44
$1.28M 0.67%
35,152
-1,104
45
$1.26M 0.66%
12,065
+772
46
$1.26M 0.65%
19,254
-1,769
47
$1.26M 0.65%
14,896
+4,816
48
$1.25M 0.65%
7,989
-1,001
49
$1.22M 0.63%
26,674
-3,364
50
$1.16M 0.6%
10,501
-882
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