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
$458M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$1.18M
3
+$990K
4
TWLO icon
Twilio
TWLO
+$675K
5
CLF icon
Cleveland-Cliffs
CLF
+$544K

Top Sells

1
+$2.62M
2
+$978K
3
+$503K
4
CVX icon
Chevron
CVX
+$464K
5
MO icon
Altria Group
MO
+$436K

Sector Composition

1 Technology 24.98%
2 Consumer Discretionary 11.45%
3 Healthcare 8.37%
4 Industrials 6.3%
5 Communication Services 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.38M 0.52%
11,037
+146
52
$2.33M 0.51%
18,048
-574
53
$2.32M 0.51%
22,332
+18
54
$2.28M 0.5%
29,695
-41
55
$2.28M 0.5%
44,053
+1,685
56
$2.26M 0.49%
63,106
-415
57
$2.23M 0.49%
17,035
+1,049
58
$2.17M 0.47%
9,662
-70
59
$2.12M 0.46%
13,908
+890
60
$2.12M 0.46%
6,072
+62
61
$2.09M 0.46%
29,055
+1,371
62
$2.07M 0.45%
28,848
+486
63
$2M 0.44%
39,785
-1,522
64
$1.99M 0.43%
19,102
-1,000
65
$1.98M 0.43%
98,475
+49,171
66
$1.96M 0.43%
13,491
+4,648
67
$1.95M 0.42%
11,077
-434
68
$1.93M 0.42%
6,283
-239
69
$1.84M 0.4%
34,287
+1,171
70
$1.84M 0.4%
10,392
+291
71
$1.79M 0.39%
2,546
+59
72
$1.76M 0.38%
55,271
+342
73
$1.76M 0.38%
72,503
+11,162
74
$1.75M 0.38%
36,569
+1,758
75
$1.75M 0.38%
13,238
+467
1 2
3
4 5