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
$392M
AUM Growth
-$66.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
405
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$549K
3
+$440K
4
TSLA icon
Tesla
TSLA
+$408K
5
PCAR icon
PACCAR
PCAR
+$403K

Top Sells

1
+$2.22M
2
+$578K
3
+$451K
4
CC icon
Chemours
CC
+$420K
5
ORLY icon
O'Reilly Automotive
ORLY
+$406K

Sector Composition

1 Technology 24.69%
2 Consumer Discretionary 10.73%
3 Healthcare 9.08%
4 Industrials 6.4%
5 Communication Services 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.13M 0.54%
113,696
+15,221
52
$2.13M 0.54%
17,711
-4
53
$2.09M 0.53%
13,449
+82
54
$2.08M 0.53%
22,124
-208
55
$2.04M 0.52%
15,508
-213
56
$2.03M 0.52%
13,533
-375
57
$1.99M 0.51%
17,414
+379
58
$1.93M 0.49%
45,199
+1,146
59
$1.92M 0.49%
36,663
-3,122
60
$1.9M 0.49%
36,875
+2,588
61
$1.89M 0.48%
29,543
-152
62
$1.88M 0.48%
29,575
+520
63
$1.88M 0.48%
18,417
-685
64
$1.87M 0.48%
6,754
+682
65
$1.87M 0.48%
62,126
-980
66
$1.8M 0.46%
9,459
-203
67
$1.62M 0.41%
5,795
-488
68
$1.59M 0.41%
18,656
+5,165
69
$1.58M 0.4%
55,361
+90
70
$1.57M 0.4%
14,161
+649
71
$1.57M 0.4%
10,309
-83
72
$1.56M 0.4%
81,516
+9,013
73
$1.55M 0.4%
20,192
-2,177
74
$1.55M 0.4%
15,292
+427
75
$1.53M 0.39%
9,099
+448
1 2
3
4 5