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
$455M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$959K
2
+$947K
3
+$790K
4
MP icon
MP Materials
MP
+$729K
5
AER icon
AerCap
AER
+$707K

Top Sells

1
+$2.06M
2
+$1.25M
3
+$1.09M
4
LUV icon
Southwest Airlines
LUV
+$820K
5
ABB
ABB Ltd
ABB
+$818K

Sector Composition

1 Technology 27.73%
2 Consumer Discretionary 10.92%
3 Healthcare 7.45%
4 Industrials 6.69%
5 Communication Services 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.35M 0.52%
16,133
+1,008
52
$2.32M 0.51%
34,317
-185
53
$2.29M 0.5%
15,019
+1,279
54
$2.25M 0.49%
13,763
-2,013
55
$2.21M 0.48%
9,987
-98
56
$2.16M 0.48%
41,745
-2,143
57
$2.13M 0.47%
17,175
-417
58
$2.11M 0.46%
24,213
+1,296
59
$2.1M 0.46%
4,055
-93
60
$2.08M 0.46%
14,913
-87
61
$2.08M 0.46%
32,397
+2,512
62
$2.05M 0.45%
26,636
+2,335
63
$2.05M 0.45%
9,697
-1,336
64
$2.03M 0.45%
13,860
+200
65
$2.03M 0.44%
49,695
-1,582
66
$1.93M 0.42%
70,589
+4,085
67
$1.93M 0.42%
211,389
+104,997
68
$1.89M 0.41%
60,880
+4,070
69
$1.86M 0.41%
13,220
-234
70
$1.82M 0.4%
48,737
+3,914
71
$1.78M 0.39%
10,030
+130
72
$1.76M 0.39%
5,683
-65
73
$1.75M 0.39%
30,371
+1,333
74
$1.73M 0.38%
2,492
+77
75
$1.69M 0.37%
10,171
+67
1 2
3
4 5