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
$196M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$9.04M
2
+$4.9M
3
+$4.15M
4
CVX icon
Chevron
CVX
+$3.6M
5
BA icon
Boeing
BA
+$3.56M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.7%
2 Industrials 12.17%
3 Healthcare 8.54%
4 Consumer Staples 8.51%
5 Consumer Discretionary 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$800K 0.41%
+7,697
77
$800K 0.41%
+46,185
78
$784K 0.4%
+10,749
79
$782K 0.4%
+4,119
80
$767K 0.39%
+16,227
81
$747K 0.38%
+10,376
82
$734K 0.37%
+10,124
83
$725K 0.37%
+6,748
84
$707K 0.36%
+12,757
85
$704K 0.36%
+6,161
86
$696K 0.35%
+22,481
87
$692K 0.35%
+143,000
88
$691K 0.35%
+63,537
89
$645K 0.33%
+3,169
90
$631K 0.32%
+24,550
91
$623K 0.32%
+4,367
92
$623K 0.32%
+10,193
93
$619K 0.32%
+6,663
94
$601K 0.31%
+11,761
95
$597K 0.3%
+5,840
96
$597K 0.3%
+11,690
97
$592K 0.3%
+14,770
98
$592K 0.3%
+52,769
99
$585K 0.3%
+20,406
100
$576K 0.29%
+18,701
2 3
4
5 6