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
$613M
AUM Growth
+$56.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$2.54M
3
+$2.33M
4
AMGN icon
Amgen
AMGN
+$2.28M
5
PHM icon
Pultegroup
PHM
+$2.24M

Top Sells

1
+$2.77M
2
+$2.41M
3
+$2.14M
4
MET icon
MetLife
MET
+$2.08M
5
LLY icon
Eli Lilly
LLY
+$1.96M

Sector Composition

1 Technology 30.02%
2 Consumer Discretionary 9.94%
3 Healthcare 7.3%
4 Communication Services 6.01%
5 Industrials 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.49M 0.73%
64,270
+679
27
$4.44M 0.72%
80,972
-1,696
28
$4.35M 0.71%
464,646
+53,881
29
$4.33M 0.71%
15,762
-547
30
$4.33M 0.71%
66,244
-4,684
31
$4.09M 0.67%
136,180
+1,756
32
$4.07M 0.66%
4,773
-683
33
$4.06M 0.66%
19,593
+167
34
$4.04M 0.66%
68,907
-4,767
35
$3.82M 0.62%
15,832
-1,691
36
$3.78M 0.62%
66,334
+12,701
37
$3.68M 0.6%
28,560
+87
38
$3.68M 0.6%
11,197
-513
39
$3.65M 0.6%
8,715
+1,301
40
$3.53M 0.58%
115,442
+10,036
41
$3.45M 0.56%
211,512
-9,016
42
$3.39M 0.55%
46,196
+1,390
43
$3.34M 0.54%
19,848
+494
44
$3.27M 0.53%
85,857
+15,596
45
$3.21M 0.52%
62,386
+10,170
46
$3.04M 0.5%
17,025
-133
47
$2.98M 0.49%
39,145
+3,452
48
$2.98M 0.49%
19,175
+182
49
$2.95M 0.48%
11,254
+346
50
$2.92M 0.48%
8,990
+7,013
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