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
$216M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$969K
3
+$858K
4
MPC icon
Marathon Petroleum
MPC
+$853K
5
PEP icon
PepsiCo
PEP
+$755K

Top Sells

1
+$1.39M
2
+$1.31M
3
+$1.15M
4
PHM icon
Pultegroup
PHM
+$859K
5
UAL icon
United Airlines
UAL
+$728K

Sector Composition

1 Technology 14.09%
2 Industrials 11.31%
3 Consumer Discretionary 9.64%
4 Healthcare 8.5%
5 Financials 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$837K 0.39%
19,980
-4,056
77
$827K 0.38%
6,372
+933
78
$823K 0.38%
3,972
-8
79
$808K 0.37%
17,087
-14,031
80
$806K 0.37%
11,087
-4,748
81
$793K 0.37%
10,825
+1,197
82
$788K 0.36%
19,914
-8,771
83
$786K 0.36%
7,059
-408
84
$785K 0.36%
4,695
-648
85
$772K 0.36%
18,414
+1,356
86
$771K 0.36%
36,347
+23,446
87
$761K 0.35%
7,775
-3,333
88
$759K 0.35%
6,746
-722
89
$755K 0.35%
+6,757
90
$753K 0.35%
4,262
+1,135
91
$742K 0.34%
10,470
-1,429
92
$730K 0.34%
4,863
+2,294
93
$720K 0.33%
22,245
-3,181
94
$700K 0.32%
4,251
+75
95
$687K 0.32%
8,267
+1,348
96
$680K 0.31%
6,837
-2,213
97
$679K 0.31%
10,653
+703
98
$668K 0.31%
3,922
-879
99
$666K 0.31%
4,449
+5
100
$645K 0.3%
6,528
-331
2 3
4
5 6