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
$216M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$969K
3
+$858K
4
MPC icon
Marathon Petroleum
MPC
+$853K
5
PEP icon
PepsiCo
PEP
+$755K

Top Sells

1
+$1.39M
2
+$1.31M
3
+$1.15M
4
PHM icon
Pultegroup
PHM
+$859K
5
UAL icon
United Airlines
UAL
+$728K

Sector Composition

1 Technology 14.09%
2 Industrials 11.31%
3 Consumer Discretionary 9.64%
4 Healthcare 8.5%
5 Financials 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.1M 0.51%
6,916
+271
52
$1.09M 0.51%
22,399
+4,744
53
$1.09M 0.5%
4,036
-331
54
$1.09M 0.5%
18,057
-5,248
55
$1.05M 0.48%
31,097
-696
56
$1.02M 0.47%
20,016
+1,852
57
$1M 0.46%
13,196
+143
58
$978K 0.45%
2,827
-1,449
59
$971K 0.45%
5,934
+155
60
$969K 0.45%
+8,719
61
$969K 0.45%
22,976
+1,052
62
$948K 0.44%
8,108
+616
63
$948K 0.44%
18,390
-4,933
64
$943K 0.44%
13,297
-747
65
$924K 0.43%
17,848
-9,367
66
$905K 0.42%
19,596
-2,080
67
$904K 0.42%
9,191
+2,096
68
$900K 0.42%
11,178
+297
69
$896K 0.41%
4,184
+100
70
$896K 0.41%
5,635
+103
71
$892K 0.41%
9,743
-16
72
$891K 0.41%
126,880
+10,120
73
$884K 0.41%
35,040
+4,748
74
$858K 0.4%
+7,546
75
$853K 0.39%
+10,666
1 2
3
4 5