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
$455M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$959K
2
+$947K
3
+$790K
4
MP icon
MP Materials
MP
+$729K
5
AER icon
AerCap
AER
+$707K

Top Sells

1
+$2.06M
2
+$1.25M
3
+$1.09M
4
LUV icon
Southwest Airlines
LUV
+$820K
5
ABB
ABB Ltd
ABB
+$818K

Sector Composition

1 Technology 27.73%
2 Consumer Discretionary 10.92%
3 Healthcare 7.45%
4 Industrials 6.69%
5 Communication Services 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.67M 0.37%
57,695
+78
77
$1.66M 0.37%
26,184
+2,190
78
$1.63M 0.36%
25,020
-720
79
$1.63M 0.36%
28,414
+404
80
$1.58M 0.35%
12,997
+69
81
$1.58M 0.35%
53,315
-2,080
82
$1.52M 0.33%
21,798
+112
83
$1.46M 0.32%
108,999
-2,857
84
$1.44M 0.32%
31,984
+4,584
85
$1.43M 0.31%
14,670
+80
86
$1.39M 0.3%
3,401
-24
87
$1.36M 0.3%
8,764
-315
88
$1.35M 0.3%
13,395
-85
89
$1.34M 0.29%
39,943
-960
90
$1.33M 0.29%
79,426
-8,814
91
$1.31M 0.29%
4,007
+1,764
92
$1.29M 0.28%
2,790
-51
93
$1.28M 0.28%
25,814
-6,977
94
$1.26M 0.28%
6,117
+59
95
$1.23M 0.27%
19,109
-289
96
$1.23M 0.27%
13,596
+881
97
$1.2M 0.26%
32,800
-364
98
$1.19M 0.26%
3,552
-55
99
$1.19M 0.26%
5,509
+510
100
$1.18M 0.26%
2,639
-2
2 3
4
5 6