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
$430M
AUM Growth
+$4.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$753K
3
+$727K
4
CMI icon
Cummins
CMI
+$441K
5
EG icon
Everest Group
EG
+$366K

Top Sells

1
+$1.2M
2
+$680K
3
+$660K
4
AMAT icon
Applied Materials
AMAT
+$651K
5
SGI
Somnigroup International
SGI
+$604K

Sector Composition

1 Technology 26.23%
2 Consumer Discretionary 9.59%
3 Healthcare 7.99%
4 Industrials 6.81%
5 Communication Services 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.61M 0.37%
21,686
-2,919
77
$1.61M 0.37%
32,791
-1,502
78
$1.6M 0.37%
10,104
+33
79
$1.6M 0.37%
13,660
+140
80
$1.56M 0.36%
111,856
+2,398
81
$1.53M 0.36%
9,900
+551
82
$1.52M 0.35%
29,038
+7
83
$1.49M 0.35%
23,994
-613
84
$1.41M 0.33%
88,240
-270
85
$1.37M 0.32%
13,480
-335
86
$1.36M 0.32%
25,740
+170
87
$1.35M 0.31%
33,164
-2,410
88
$1.34M 0.31%
19,398
-93
89
$1.34M 0.31%
14,590
+275
90
$1.34M 0.31%
9,079
-1,463
91
$1.34M 0.31%
40,903
-2,167
92
$1.29M 0.3%
3,425
+115
93
$1.27M 0.3%
12,715
+105
94
$1.22M 0.28%
6,058
+29
95
$1.22M 0.28%
13,219
+118
96
$1.19M 0.28%
18,823
-161
97
$1.15M 0.27%
11,563
-725
98
$1.14M 0.27%
4,999
-298
99
$1.12M 0.26%
58,314
-966
100
$1.09M 0.25%
2,641
+227
2 3
4
5 6