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
$216M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$969K
3
+$858K
4
MPC icon
Marathon Petroleum
MPC
+$853K
5
PEP icon
PepsiCo
PEP
+$755K

Top Sells

1
+$1.39M
2
+$1.31M
3
+$1.15M
4
PHM icon
Pultegroup
PHM
+$859K
5
UAL icon
United Airlines
UAL
+$728K

Sector Composition

1 Technology 14.09%
2 Industrials 11.31%
3 Consumer Discretionary 9.64%
4 Healthcare 8.5%
5 Financials 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.9M 0.88%
47,305
-1,335
27
$1.84M 0.85%
21,047
-1,804
28
$1.73M 0.8%
16,166
-2,743
29
$1.65M 0.76%
11,403
+133
30
$1.56M 0.72%
29,242
-11,454
31
$1.54M 0.71%
37,686
+3,181
32
$1.51M 0.7%
19,709
-4,451
33
$1.47M 0.68%
13,038
+1,485
34
$1.47M 0.68%
7,096
+612
35
$1.47M 0.68%
24,179
-2,237
36
$1.45M 0.67%
17,103
+4,789
37
$1.4M 0.65%
25,903
-339
38
$1.33M 0.61%
12,842
+857
39
$1.32M 0.61%
44,938
-121
40
$1.32M 0.61%
27,059
+1,783
41
$1.3M 0.6%
+18,882
42
$1.3M 0.6%
15,593
-4,912
43
$1.27M 0.59%
7,831
-8,042
44
$1.24M 0.57%
7,541
-2,130
45
$1.24M 0.57%
39,462
+2,919
46
$1.21M 0.56%
3,246
-1,208
47
$1.18M 0.55%
5,782
+2,681
48
$1.17M 0.54%
30,102
-8,354
49
$1.14M 0.52%
4,649
-407
50
$1.11M 0.51%
16,405
+3,809
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