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
$193M
AUM Growth
-$3.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$1.03M
3
+$989K
4
ALK icon
Alaska Air
ALK
+$953K
5
ITW icon
Illinois Tool Works
ITW
+$936K

Top Sells

1
+$1.31M
2
+$1.21M
3
+$1.02M
4
JNJ icon
Johnson & Johnson
JNJ
+$952K
5
MMM icon
3M
MMM
+$938K

Sector Composition

1 Technology 13.82%
2 Industrials 12.41%
3 Consumer Discretionary 8.48%
4 Healthcare 7.74%
5 Consumer Staples 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.16M 0.6%
6,481
-184
52
$1.08M 0.56%
20,158
+7,401
53
$1.06M 0.55%
24,480
-2,033
54
$1.03M 0.54%
+10,999
55
$1.01M 0.53%
5,867
-446
56
$998K 0.52%
4,612
-814
57
$986K 0.51%
16,060
+11,551
58
$972K 0.5%
18,690
+8,183
59
$968K 0.5%
14,114
-1,173
60
$956K 0.5%
15,323
+5,199
61
$953K 0.49%
+15,296
62
$950K 0.49%
12,702
+155
63
$945K 0.49%
11,564
+1,252
64
$944K 0.49%
9,675
+1,978
65
$936K 0.49%
3,178
+1,106
66
$936K 0.49%
+5,953
67
$924K 0.48%
9,165
+3,004
68
$922K 0.48%
4,448
+329
69
$911K 0.47%
19,965
+3,738
70
$901K 0.47%
6,517
-141
71
$887K 0.46%
+13,367
72
$878K 0.46%
29,767
-403
73
$865K 0.45%
5,318
-1,440
74
$863K 0.45%
8,254
-677
75
$862K 0.45%
11,756
-211
1 2
3
4 5