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
$196M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$9.04M
2
+$4.9M
3
+$4.15M
4
CVX icon
Chevron
CVX
+$3.6M
5
BA icon
Boeing
BA
+$3.56M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.7%
2 Industrials 12.17%
3 Healthcare 8.54%
4 Consumer Staples 8.51%
5 Consumer Discretionary 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.22M 0.62%
+26,513
52
$1.21M 0.62%
+16,465
53
$1.2M 0.61%
+11,293
54
$1.13M 0.57%
+15,287
55
$1.08M 0.55%
+6,313
56
$1.07M 0.54%
+5,198
57
$1.05M 0.53%
+12,547
58
$1.02M 0.52%
+8,931
59
$1M 0.51%
+30,170
60
$987K 0.5%
+6,758
61
$982K 0.5%
+14,860
62
$979K 0.5%
+6,658
63
$951K 0.48%
+5,426
64
$937K 0.48%
+6,466
65
$920K 0.47%
+3,688
66
$910K 0.46%
+11,698
67
$909K 0.46%
+10,080
68
$900K 0.46%
+113,633
69
$889K 0.45%
+11,967
70
$887K 0.45%
+17,535
71
$864K 0.44%
+10,312
72
$845K 0.43%
+14,076
73
$844K 0.43%
+36,069
74
$844K 0.43%
+67,608
75
$826K 0.42%
+7,104
1 2
3
4 5