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
$500M
AUM Growth
+$55.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$2.47M
3
+$2.18M
4
PEP icon
PepsiCo
PEP
+$2.07M
5
TSCO icon
Tractor Supply
TSCO
+$1.98M

Top Sells

1
+$2.35M
2
+$2.04M
3
+$1.86M
4
TEL icon
TE Connectivity
TEL
+$1.78M
5
NOC icon
Northrop Grumman
NOC
+$1.75M

Sector Composition

1 Technology 28.34%
2 Consumer Discretionary 10.48%
3 Healthcare 6.8%
4 Communication Services 6.08%
5 Industrials 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.86M 0.77%
160,094
+7,070
27
$3.76M 0.75%
14,936
+138
28
$3.72M 0.74%
79,016
-1,033
29
$3.52M 0.7%
351,108
+55,635
30
$3.49M 0.7%
15,767
+11,174
31
$3.32M 0.66%
19,297
-387
32
$3.26M 0.65%
61,443
+462
33
$3.15M 0.63%
227,004
-288
34
$3.14M 0.63%
33,689
-703
35
$3.13M 0.63%
5,577
+3,506
36
$3.11M 0.62%
27,501
-650
37
$3.03M 0.61%
29,826
-840
38
$2.96M 0.59%
19,794
+119
39
$2.95M 0.59%
41,432
+5,225
40
$2.93M 0.59%
11,458
+586
41
$2.93M 0.59%
18,737
+13,922
42
$2.89M 0.58%
37,674
-1,623
43
$2.88M 0.58%
127,025
+3,770
44
$2.83M 0.57%
315,313
+56,160
45
$2.79M 0.56%
16,128
+11,959
46
$2.76M 0.55%
17,071
-492
47
$2.72M 0.54%
11,368
+7,061
48
$2.71M 0.54%
10,485
-733
49
$2.61M 0.52%
7,202
-23
50
$2.6M 0.52%
74,534
+59
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