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
$251M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$992K
3
+$989K
4
ATO icon
Atmos Energy
ATO
+$934K
5
BMY icon
Bristol-Myers Squibb
BMY
+$736K

Top Sells

1
+$707K
2
+$628K
3
+$609K
4
DRI icon
Darden Restaurants
DRI
+$608K
5
PG icon
Procter & Gamble
PG
+$601K

Sector Composition

1 Technology 16.34%
2 Consumer Discretionary 9.28%
3 Industrials 8.38%
4 Healthcare 7.46%
5 Financials 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.28M 0.51%
41,470
+5,770
52
$1.28M 0.51%
7,058
-243
53
$1.25M 0.5%
41,360
+2,170
54
$1.24M 0.5%
17,989
-1,170
55
$1.24M 0.49%
12,945
+7,497
56
$1.21M 0.48%
7,219
+316
57
$1.16M 0.46%
12,604
+1,369
58
$1.15M 0.46%
13,559
+300
59
$1.14M 0.45%
24,173
+3,427
60
$1.14M 0.45%
20,666
-222
61
$1.13M 0.45%
28,065
-3,630
62
$1.13M 0.45%
13,736
+34
63
$1.12M 0.45%
16,798
+11,060
64
$1.11M 0.44%
3,249
+134
65
$1.09M 0.43%
6,950
+864
66
$1.07M 0.43%
8,172
+1,132
67
$1.06M 0.42%
9,781
-115
68
$1.06M 0.42%
6,818
+14
69
$1.05M 0.42%
8,347
-4,775
70
$1.05M 0.42%
59,018
+7,507
71
$992K 0.4%
+7,590
72
$989K 0.39%
+12,612
73
$948K 0.38%
4,150
+17
74
$946K 0.38%
5,225
-103
75
$941K 0.38%
15,577
-604
1 2
3
4 5