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
$458M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$1.18M
3
+$990K
4
TWLO icon
Twilio
TWLO
+$675K
5
CLF icon
Cleveland-Cliffs
CLF
+$544K

Top Sells

1
+$2.62M
2
+$978K
3
+$503K
4
CVX icon
Chevron
CVX
+$464K
5
MO icon
Altria Group
MO
+$436K

Sector Composition

1 Technology 24.98%
2 Consumer Discretionary 11.45%
3 Healthcare 8.37%
4 Industrials 6.3%
5 Communication Services 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.71M 0.37%
22,369
-739
77
$1.68M 0.37%
13,512
+569
78
$1.66M 0.36%
8,651
+586
79
$1.65M 0.36%
112,290
+21,836
80
$1.62M 0.35%
14,865
-197
81
$1.6M 0.35%
13,663
+21
82
$1.51M 0.33%
12,157
+693
83
$1.47M 0.32%
21,221
-706
84
$1.46M 0.32%
5,946
-150
85
$1.43M 0.31%
85,084
+16,554
86
$1.4M 0.31%
14,098
+46
87
$1.39M 0.3%
32,029
+5,597
88
$1.38M 0.3%
15,720
+424
89
$1.36M 0.3%
84,470
-5,984
90
$1.32M 0.29%
8,315
+782
91
$1.31M 0.29%
3,208
-28
92
$1.31M 0.29%
72,745
-833
93
$1.29M 0.28%
10,399
+71
94
$1.22M 0.27%
38,576
-66
95
$1.21M 0.26%
25,170
+710
96
$1.18M 0.26%
5,985
+2,212
97
$1.18M 0.26%
13,050
-609
98
$1.17M 0.25%
3,476
-594
99
$1.15M 0.25%
78,003
-367
100
$1.14M 0.25%
127,420
-1,254
2 3
4
5 6