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
$392M
AUM Growth
-$66.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
405
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$549K
3
+$440K
4
TSLA icon
Tesla
TSLA
+$408K
5
PCAR icon
PACCAR
PCAR
+$403K

Top Sells

1
+$2.22M
2
+$578K
3
+$451K
4
CC icon
Chemours
CC
+$420K
5
ORLY icon
O'Reilly Automotive
ORLY
+$406K

Sector Composition

1 Technology 24.69%
2 Consumer Discretionary 10.73%
3 Healthcare 9.08%
4 Industrials 6.4%
5 Communication Services 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.52M 0.39%
2,470
-76
77
$1.52M 0.39%
12,757
+600
78
$1.42M 0.36%
10,878
-199
79
$1.38M 0.35%
94,991
+9,907
80
$1.36M 0.35%
37,428
+859
81
$1.35M 0.35%
15,691
+2,028
82
$1.32M 0.34%
131,048
+18,758
83
$1.27M 0.32%
8,670
+355
84
$1.24M 0.32%
12,881
-357
85
$1.21M 0.31%
56,859
-21,144
86
$1.2M 0.31%
13,973
-125
87
$1.19M 0.3%
5,515
-431
88
$1.18M 0.3%
33,016
+987
89
$1.18M 0.3%
40,227
-11,711
90
$1.14M 0.29%
7,897
+1,912
91
$1.13M 0.29%
15,936
+216
92
$1.11M 0.28%
3,181
-27
93
$1.07M 0.27%
27,130
+1,960
94
$1.05M 0.27%
39,296
+720
95
$1.04M 0.27%
3,485
+9
96
$1.04M 0.27%
80,242
-4,228
97
$1.03M 0.26%
4,607
+473
98
$1.02M 0.26%
10,486
+87
99
$1M 0.26%
88,607
+19,223
100
$981K 0.25%
45,916
+3,135
2 3
4
5 6