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
$613M
AUM Growth
+$56.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$2.54M
3
+$2.33M
4
AMGN icon
Amgen
AMGN
+$2.28M
5
PHM icon
Pultegroup
PHM
+$2.24M

Top Sells

1
+$2.77M
2
+$2.41M
3
+$2.14M
4
MET icon
MetLife
MET
+$2.08M
5
LLY icon
Eli Lilly
LLY
+$1.96M

Sector Composition

1 Technology 30.02%
2 Consumer Discretionary 9.94%
3 Healthcare 7.3%
4 Communication Services 6.01%
5 Industrials 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.92M 0.48%
25,582
+22,210
52
$2.87M 0.47%
10,496
-115
53
$2.86M 0.47%
74,554
+4,706
54
$2.84M 0.46%
15,457
-442
55
$2.84M 0.46%
3,440
+498
56
$2.82M 0.46%
36,650
-620
57
$2.78M 0.45%
16,976
+285
58
$2.73M 0.44%
38,658
+679
59
$2.64M 0.43%
2,829
-2,098
60
$2.64M 0.43%
23,182
+19,677
61
$2.62M 0.43%
24,720
+340
62
$2.54M 0.42%
4,976
+1,239
63
$2.54M 0.41%
10,117
-1,411
64
$2.53M 0.41%
18,298
+4,987
65
$2.5M 0.41%
32,049
+2,187
66
$2.48M 0.4%
33,084
-214
67
$2.47M 0.4%
20,496
-17,793
68
$2.45M 0.4%
20,786
+4,879
69
$2.43M 0.4%
28,564
-708
70
$2.41M 0.39%
5,225
-159
71
$2.33M 0.38%
+11,226
72
$2.2M 0.36%
14,356
-124
73
$2.19M 0.36%
+40,509
74
$2.18M 0.36%
+63,826
75
$2.04M 0.33%
5,774
-31
1 2
3
4 5