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
$628M
AUM Growth
-$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$2.24M
3
+$1.78M
4
LAD icon
Lithia Motors
LAD
+$1.65M
5
INTC icon
Intel
INTC
+$1.61M

Top Sells

1
+$2.88M
2
+$2.15M
3
+$1.91M
4
FLS icon
Flowserve
FLS
+$705K
5
PWR icon
Quanta Services
PWR
+$704K

Sector Composition

1 Technology 26.53%
2 Consumer Discretionary 8.77%
3 Healthcare 7.44%
4 Financials 6.64%
5 Communication Services 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.03M 0.48%
27,667
+1,021
52
$3.01M 0.48%
44,459
+1,720
53
$2.92M 0.47%
15,376
-1,310
54
$2.92M 0.47%
19,483
+1,269
55
$2.9M 0.46%
127,916
+71,049
56
$2.9M 0.46%
9,304
+338
57
$2.87M 0.46%
10,760
+1,840
58
$2.85M 0.45%
75,384
+16,270
59
$2.8M 0.45%
63,352
-1,183
60
$2.8M 0.45%
5,129
+2,114
61
$2.68M 0.43%
15,724
+1,039
62
$2.68M 0.43%
9,756
-254
63
$2.64M 0.42%
12,138
+469
64
$2.64M 0.42%
23,600
+1,174
65
$2.6M 0.41%
101,883
+7,705
66
$2.57M 0.41%
32,447
+12,279
67
$2.48M 0.39%
32,758
-281
68
$2.44M 0.39%
2,615
+534
69
$2.4M 0.38%
25,665
-1,151
70
$2.37M 0.38%
25,365
+2,417
71
$2.37M 0.38%
14,274
-18
72
$2.37M 0.38%
30,235
-2,644
73
$2.36M 0.38%
4,580
-17
74
$2.26M 0.36%
14,101
-163
75
$2.24M 0.36%
+7,580
1 2
3
4 5