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
$500M
AUM Growth
+$55.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$2.47M
3
+$2.18M
4
PEP icon
PepsiCo
PEP
+$2.07M
5
TSCO icon
Tractor Supply
TSCO
+$1.98M

Top Sells

1
+$2.35M
2
+$2.04M
3
+$1.86M
4
TEL icon
TE Connectivity
TEL
+$1.78M
5
NOC icon
Northrop Grumman
NOC
+$1.75M

Sector Composition

1 Technology 28.34%
2 Consumer Discretionary 10.48%
3 Healthcare 6.8%
4 Communication Services 6.08%
5 Industrials 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.85M 0.37%
24,630
-240
77
$1.83M 0.37%
38,270
-891
78
$1.81M 0.36%
10,052
-11
79
$1.8M 0.36%
55,804
-726
80
$1.74M 0.35%
11,697
-4,035
81
$1.72M 0.34%
+23,365
82
$1.69M 0.34%
122,995
+8,271
83
$1.67M 0.33%
32,133
+46
84
$1.62M 0.33%
+8,136
85
$1.62M 0.32%
2,741
-27
86
$1.58M 0.32%
14,033
+266
87
$1.58M 0.32%
+18,484
88
$1.57M 0.31%
51,354
+9,409
89
$1.57M 0.31%
15,384
+798
90
$1.57M 0.31%
53,999
-1,803
91
$1.55M 0.31%
19,033
+2,328
92
$1.54M 0.31%
3,548
+170
93
$1.48M 0.3%
6,069
+174
94
$1.43M 0.29%
15,808
+663
95
$1.43M 0.29%
16,829
+2,078
96
$1.42M 0.28%
8,768
-525
97
$1.34M 0.27%
5,175
-420
98
$1.31M 0.26%
22,116
+568
99
$1.28M 0.26%
12,370
-945
100
$1.26M 0.25%
22,192
+2,006
2 3
4
5 6