1WA

180 Wealth Advisors Portfolio holdings

AUM $878M
1-Year Est. Return 37.53%
This Quarter Est. Return
1 Year Est. Return
+37.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$628M
AUM Growth
-$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$2.24M
3
+$1.78M
4
LAD icon
Lithia Motors
LAD
+$1.65M
5
INTC icon
Intel
INTC
+$1.61M

Top Sells

1
+$2.88M
2
+$2.15M
3
+$1.91M
4
FLS icon
Flowserve
FLS
+$705K
5
PWR icon
Quanta Services
PWR
+$704K

Sector Composition

1 Technology 26.53%
2 Consumer Discretionary 8.77%
3 Healthcare 7.44%
4 Financials 6.64%
5 Communication Services 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.81M 0.77%
104,994
+6,751
27
$4.67M 0.74%
19,019
+23
28
$4.62M 0.74%
78,321
-2,197
29
$4.61M 0.73%
55,564
-368
30
$4.6M 0.73%
26,166
+2,752
31
$4.49M 0.71%
27,029
-426
32
$4.42M 0.7%
141,672
+6,337
33
$4.24M 0.68%
44,073
-1,613
34
$4.21M 0.67%
42,887
-518
35
$4.15M 0.66%
26,998
+1,246
36
$4.06M 0.65%
11,581
-6
37
$3.97M 0.63%
27,156
-534
38
$3.9M 0.62%
32,766
+350
39
$3.87M 0.62%
15,579
-423
40
$3.85M 0.61%
207,285
-603
41
$3.4M 0.54%
+3,596
42
$3.36M 0.53%
42,870
+780
43
$3.33M 0.53%
37,034
+1,208
44
$3.26M 0.52%
52,881
-4,515
45
$3.19M 0.51%
43,269
+1,393
46
$3.14M 0.5%
81,585
+535
47
$3.11M 0.5%
34,629
+3,106
48
$3.09M 0.49%
11,512
+1,173
49
$3.07M 0.49%
11,288
+56
50
$3.06M 0.49%
18,310
-332
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