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
$251M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$992K
3
+$989K
4
ATO icon
Atmos Energy
ATO
+$934K
5
BMY icon
Bristol-Myers Squibb
BMY
+$736K

Top Sells

1
+$707K
2
+$628K
3
+$609K
4
DRI icon
Darden Restaurants
DRI
+$608K
5
PG icon
Procter & Gamble
PG
+$601K

Sector Composition

1 Technology 16.34%
2 Consumer Discretionary 9.28%
3 Industrials 8.38%
4 Healthcare 7.46%
5 Financials 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$934K 0.37%
+8,211
77
$929K 0.37%
11,438
-474
78
$892K 0.36%
3,964
+318
79
$890K 0.35%
14,373
+359
80
$876K 0.35%
4,823
+420
81
$872K 0.35%
29,230
+5,360
82
$871K 0.35%
2,568
-74
83
$865K 0.34%
14,619
-7,514
84
$845K 0.34%
20,642
+3,569
85
$845K 0.34%
8,382
+2,502
86
$811K 0.32%
5,360
-1,987
87
$802K 0.32%
22,809
+241
88
$795K 0.32%
22,919
-337
89
$785K 0.31%
29,087
+6,394
90
$766K 0.31%
4,435
+1,968
91
$752K 0.3%
5,405
-764
92
$744K 0.3%
14,342
+2,908
93
$720K 0.29%
12,697
-457
94
$708K 0.28%
12,936
-1,136
95
$696K 0.28%
7,496
-260
96
$674K 0.27%
14,599
-275
97
$670K 0.27%
4,834
-63
98
$656K 0.26%
40,152
-505
99
$650K 0.26%
5,531
+1,272
100
$650K 0.26%
2,554
2 3
4
5 6