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
$500M
AUM Growth
+$55.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$2.47M
3
+$2.18M
4
PEP icon
PepsiCo
PEP
+$2.07M
5
TSCO icon
Tractor Supply
TSCO
+$1.98M

Top Sells

1
+$2.35M
2
+$2.04M
3
+$1.86M
4
TEL icon
TE Connectivity
TEL
+$1.78M
5
NOC icon
Northrop Grumman
NOC
+$1.75M

Sector Composition

1 Technology 28.34%
2 Consumer Discretionary 10.48%
3 Healthcare 6.8%
4 Communication Services 6.08%
5 Industrials 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.58M 0.52%
18,383
-1,600
52
$2.41M 0.48%
5,288
-23
53
$2.4M 0.48%
30,632
-1,755
54
$2.39M 0.48%
36,141
+6,164
55
$2.35M 0.47%
33,805
-528
56
$2.35M 0.47%
9,952
+9
57
$2.3M 0.46%
14,875
-892
58
$2.29M 0.46%
27,646
+1,281
59
$2.25M 0.45%
44,525
+553
60
$2.23M 0.45%
32,240
+26
61
$2.23M 0.45%
78,567
+3,952
62
$2.15M 0.43%
65,177
+3,699
63
$2.13M 0.43%
14,655
-185
64
$2.11M 0.42%
50,088
-8,676
65
$2.11M 0.42%
13,171
-488
66
$2.1M 0.42%
11,119
-68
67
$2.1M 0.42%
2,625
+25
68
$2.07M 0.42%
30,789
+64
69
$2.03M 0.41%
5,879
-9
70
$2.01M 0.4%
9,456
-3,626
71
$1.98M 0.4%
+45,720
72
$1.96M 0.39%
14,642
+5,312
73
$1.93M 0.39%
49,707
-2,050
74
$1.88M 0.38%
23,215
+41
75
$1.87M 0.37%
66,888
-16,798
1 2
3
4 5