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
$392M
AUM Growth
-$66.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
405
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$549K
3
+$440K
4
TSLA icon
Tesla
TSLA
+$408K
5
PCAR icon
PACCAR
PCAR
+$403K

Top Sells

1
+$2.22M
2
+$578K
3
+$451K
4
CC icon
Chemours
CC
+$420K
5
ORLY icon
O'Reilly Automotive
ORLY
+$406K

Sector Composition

1 Technology 24.69%
2 Consumer Discretionary 10.73%
3 Healthcare 9.08%
4 Industrials 6.4%
5 Communication Services 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.28M 0.84%
66,146
-879
27
$3.13M 0.8%
33,914
+2,441
28
$3.02M 0.77%
5,846
-274
29
$2.92M 0.75%
6,006
-32
30
$2.92M 0.75%
6,737
-5,121
31
$2.9M 0.74%
16,153
-141
32
$2.89M 0.74%
19,739
-1,439
33
$2.88M 0.74%
29,714
-2,016
34
$2.73M 0.7%
66,876
+5,268
35
$2.71M 0.69%
15,300
-203
36
$2.61M 0.67%
36,793
-817
37
$2.61M 0.67%
260,275
+330
38
$2.6M 0.66%
18,431
+383
39
$2.48M 0.63%
111,065
+3,797
40
$2.41M 0.62%
32,022
+24,323
41
$2.39M 0.61%
19,318
+180
42
$2.34M 0.6%
4,261
-327
43
$2.28M 0.58%
24,995
+503
44
$2.25M 0.57%
16,079
+1,001
45
$2.2M 0.56%
11,039
+2
46
$2.2M 0.56%
28,973
+125
47
$2.18M 0.56%
36,931
-623
48
$2.18M 0.56%
87,885
+1,174
49
$2.16M 0.55%
16,525
-2,990
50
$2.16M 0.55%
38,506
-343
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2
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