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
$193M
AUM Growth
-$3.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$1.03M
3
+$989K
4
ALK icon
Alaska Air
ALK
+$953K
5
ITW icon
Illinois Tool Works
ITW
+$936K

Top Sells

1
+$1.31M
2
+$1.21M
3
+$1.02M
4
JNJ icon
Johnson & Johnson
JNJ
+$952K
5
MMM icon
3M
MMM
+$938K

Sector Composition

1 Technology 13.82%
2 Industrials 12.41%
3 Consumer Discretionary 8.48%
4 Healthcare 7.74%
5 Consumer Staples 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$854K 0.44%
22,745
+10,725
77
$844K 0.44%
14,432
+7,184
78
$835K 0.43%
9,939
-437
79
$784K 0.41%
135,080
-7,920
80
$781K 0.41%
4,121
-1,077
81
$770K 0.4%
16,757
-778
82
$723K 0.38%
9,393
+4,432
83
$719K 0.37%
3,244
+75
84
$702K 0.36%
31,852
-4,217
85
$698K 0.36%
95,984
-17,649
86
$675K 0.35%
13,273
+8,878
87
$673K 0.35%
40,350
-5,835
88
$670K 0.35%
5,758
-82
89
$653K 0.34%
58,995
-8,613
90
$653K 0.34%
+4,115
91
$653K 0.34%
11,760
-1
92
$652K 0.34%
36,895
+9,861
93
$647K 0.34%
6,445
-659
94
$640K 0.33%
6,371
-377
95
$631K 0.33%
14,671
+4,827
96
$623K 0.32%
9,202
-7,089
97
$603K 0.31%
56,011
-7,526
98
$598K 0.31%
2,490
-1,198
99
$593K 0.31%
3,217
-5,089
100
$593K 0.31%
4,644
+871
2 3
4
5 6