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
$430M
AUM Growth
+$4.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$753K
3
+$727K
4
CMI icon
Cummins
CMI
+$441K
5
EG icon
Everest Group
EG
+$366K

Top Sells

1
+$1.2M
2
+$680K
3
+$660K
4
AMAT icon
Applied Materials
AMAT
+$651K
5
SGI
Somnigroup International
SGI
+$604K

Sector Composition

1 Technology 26.23%
2 Consumer Discretionary 9.59%
3 Healthcare 7.99%
4 Industrials 6.81%
5 Communication Services 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.31M 0.77%
43,256
-2,266
27
$3.3M 0.77%
31,030
-1,482
28
$3.26M 0.76%
15,347
-340
29
$3.22M 0.75%
19,724
+261
30
$3.04M 0.71%
243,923
-4,156
31
$2.93M 0.68%
31,521
-637
32
$2.87M 0.67%
58,392
-4,026
33
$2.78M 0.65%
101,213
-1,277
34
$2.75M 0.64%
119,095
+3,729
35
$2.73M 0.64%
5,776
-938
36
$2.72M 0.63%
34,702
+2,810
37
$2.71M 0.63%
27,656
-426
38
$2.68M 0.62%
33,295
+2,415
39
$2.68M 0.62%
152,647
+3,418
40
$2.62M 0.61%
13,097
-130
41
$2.58M 0.6%
225,309
+11,980
42
$2.52M 0.59%
19,738
-80
43
$2.49M 0.58%
34,228
-734
44
$2.46M 0.57%
10,905
+16
45
$2.45M 0.57%
15,776
+641
46
$2.41M 0.56%
18,494
+83
47
$2.4M 0.56%
18,343
+144
48
$2.39M 0.56%
4,148
-50
49
$2.37M 0.55%
5,010
-1,153
50
$2.31M 0.54%
34,502
-450
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