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
$458M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$1.18M
3
+$990K
4
TWLO icon
Twilio
TWLO
+$675K
5
CLF icon
Cleveland-Cliffs
CLF
+$544K

Top Sells

1
+$2.62M
2
+$978K
3
+$503K
4
CVX icon
Chevron
CVX
+$464K
5
MO icon
Altria Group
MO
+$436K

Sector Composition

1 Technology 24.98%
2 Consumer Discretionary 11.45%
3 Healthcare 8.37%
4 Industrials 6.3%
5 Communication Services 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.8M 0.83%
203,588
-10,147
27
$3.64M 0.79%
21,178
-2,702
28
$3.51M 0.77%
78,029
+2,254
29
$3.43M 0.75%
107,268
+4,900
30
$3.32M 0.72%
31,730
+2,067
31
$3.29M 0.72%
6,120
+579
32
$3.24M 0.71%
61,608
+2,862
33
$3.15M 0.69%
15,503
-849
34
$3.06M 0.67%
13,367
-501
35
$3.05M 0.67%
259,945
-25,272
36
$3M 0.66%
17,715
+349
37
$2.98M 0.65%
16,294
+266
38
$2.94M 0.64%
37,610
-1,331
39
$2.8M 0.61%
15,078
+437
40
$2.8M 0.61%
6,038
+629
41
$2.77M 0.6%
19,515
+741
42
$2.7M 0.59%
24,492
+760
43
$2.7M 0.59%
31,473
+2,966
44
$2.7M 0.59%
19,138
-464
45
$2.68M 0.59%
86,711
-2,824
46
$2.63M 0.57%
4,588
+339
47
$2.63M 0.57%
51,938
-852
48
$2.55M 0.56%
37,554
-865
49
$2.54M 0.55%
38,849
+1,049
50
$2.38M 0.52%
15,721
+177
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