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
$455M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$959K
2
+$947K
3
+$790K
4
MP icon
MP Materials
MP
+$729K
5
AER icon
AerCap
AER
+$707K

Top Sells

1
+$2.06M
2
+$1.25M
3
+$1.09M
4
LUV icon
Southwest Airlines
LUV
+$820K
5
ABB
ABB Ltd
ABB
+$818K

Sector Composition

1 Technology 27.73%
2 Consumer Discretionary 10.92%
3 Healthcare 7.45%
4 Industrials 6.69%
5 Communication Services 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.13M 0.69%
41,559
-1,697
27
$3.08M 0.68%
58,338
-54
28
$3.06M 0.67%
26,806
-4,224
29
$3.05M 0.67%
19,386
-338
30
$3.05M 0.67%
36,168
+1,466
31
$3.01M 0.66%
234,451
-9,472
32
$3.01M 0.66%
29,159
-2,362
33
$2.92M 0.64%
78,762
-2,528
34
$2.89M 0.63%
12,855
-242
35
$2.86M 0.63%
169,023
+16,376
36
$2.72M 0.6%
60,113
+3,394
37
$2.71M 0.59%
18,474
-20
38
$2.68M 0.59%
27,237
-419
39
$2.62M 0.58%
119,393
+298
40
$2.59M 0.57%
97,500
-3,713
41
$2.57M 0.56%
10,791
-114
42
$2.5M 0.55%
5,457
+735
43
$2.48M 0.54%
32,797
-498
44
$2.48M 0.54%
33,336
-892
45
$2.47M 0.54%
252,534
+27,225
46
$2.46M 0.54%
7,182
-43
47
$2.42M 0.53%
5,239
-537
48
$2.38M 0.52%
17,782
-561
49
$2.37M 0.52%
4,960
-50
50
$2.37M 0.52%
19,718
-20
1
2
3 4 5