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
$430M
AUM Growth
+$4.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$753K
3
+$727K
4
CMI icon
Cummins
CMI
+$441K
5
EG icon
Everest Group
EG
+$366K

Top Sells

1
+$1.2M
2
+$680K
3
+$660K
4
AMAT icon
Applied Materials
AMAT
+$651K
5
SGI
Somnigroup International
SGI
+$604K

Sector Composition

1 Technology 26.23%
2 Consumer Discretionary 9.59%
3 Healthcare 7.99%
4 Industrials 6.81%
5 Communication Services 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.29M 0.53%
43,888
-372
52
$2.23M 0.52%
7,225
+196
53
$2.2M 0.51%
11,033
+867
54
$2.19M 0.51%
17,592
-216
55
$2.18M 0.51%
4,722
-86
56
$2.1M 0.49%
51,277
+6,391
57
$2.08M 0.48%
+41,900
58
$2.08M 0.48%
24,301
-5,004
59
$2.07M 0.48%
81,290
+386
60
$2.06M 0.48%
10,085
+509
61
$2.04M 0.48%
13,740
+925
62
$2.01M 0.47%
15,000
+43
63
$1.99M 0.46%
29,885
+559
64
$1.99M 0.46%
12,928
+49
65
$1.86M 0.43%
15,125
-5,303
66
$1.85M 0.43%
22,917
-926
67
$1.79M 0.42%
66,504
+4,326
68
$1.76M 0.41%
13,454
-30
69
$1.74M 0.41%
44,823
+2,101
70
$1.7M 0.39%
5,748
-22
71
$1.65M 0.38%
57,617
+130
72
$1.63M 0.38%
56,810
+5,652
73
$1.63M 0.38%
55,395
-897
74
$1.62M 0.38%
28,010
-422
75
$1.62M 0.38%
2,415
-34
1 2
3
4 5