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
$251M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$992K
3
+$989K
4
ATO icon
Atmos Energy
ATO
+$934K
5
BMY icon
Bristol-Myers Squibb
BMY
+$736K

Top Sells

1
+$707K
2
+$628K
3
+$609K
4
DRI icon
Darden Restaurants
DRI
+$608K
5
PG icon
Procter & Gamble
PG
+$601K

Sector Composition

1 Technology 16.34%
2 Consumer Discretionary 9.28%
3 Industrials 8.38%
4 Healthcare 7.46%
5 Financials 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.93M 0.77%
25,634
-2,079
27
$1.87M 0.75%
13,673
+135
28
$1.86M 0.74%
15,887
+2,825
29
$1.71M 0.68%
7,742
-98
30
$1.67M 0.67%
4,975
+303
31
$1.64M 0.65%
17,451
+3,096
32
$1.6M 0.64%
7,147
+1,019
33
$1.59M 0.63%
20,451
+3,630
34
$1.58M 0.63%
3,758
-266
35
$1.54M 0.61%
55,384
+1,167
36
$1.54M 0.61%
5,183
+331
37
$1.48M 0.59%
10,277
+930
38
$1.48M 0.59%
35,675
-3,525
39
$1.46M 0.58%
15,246
-776
40
$1.45M 0.58%
30,236
-89
41
$1.42M 0.57%
24,088
+7,174
42
$1.42M 0.57%
60,057
-1,229
43
$1.41M 0.56%
19,014
-3,100
44
$1.37M 0.55%
26,831
+5,621
45
$1.36M 0.54%
16,159
-1,113
46
$1.36M 0.54%
15,565
-924
47
$1.35M 0.54%
17,940
+1,883
48
$1.32M 0.53%
22,363
-3,909
49
$1.3M 0.52%
7,205
-1,038
50
$1.29M 0.51%
27,795
+4,119
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