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
$613M
AUM Growth
+$56.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$2.54M
3
+$2.33M
4
AMGN icon
Amgen
AMGN
+$2.28M
5
PHM icon
Pultegroup
PHM
+$2.24M

Top Sells

1
+$2.77M
2
+$2.41M
3
+$2.14M
4
MET icon
MetLife
MET
+$2.08M
5
LLY icon
Eli Lilly
LLY
+$1.96M

Sector Composition

1 Technology 30.02%
2 Consumer Discretionary 9.94%
3 Healthcare 7.3%
4 Communication Services 6.01%
5 Industrials 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.01M 0.33%
136,231
+3,682
77
$1.99M 0.32%
9,114
+547
78
$1.98M 0.32%
13,258
+150
79
$1.95M 0.32%
11,792
+155
80
$1.94M 0.32%
54,421
+74
81
$1.93M 0.32%
67,277
+258
82
$1.89M 0.31%
45,697
-1,662
83
$1.87M 0.3%
9,962
-12
84
$1.86M 0.3%
30,812
+6,420
85
$1.83M 0.3%
14,868
+160
86
$1.8M 0.29%
15,562
+85
87
$1.79M 0.29%
28,382
+2,766
88
$1.78M 0.29%
55,562
+32
89
$1.74M 0.28%
17,076
-688
90
$1.69M 0.28%
8,648
+23
91
$1.64M 0.27%
49,088
+9,475
92
$1.63M 0.27%
3,678
-3
93
$1.58M 0.26%
17,537
+644
94
$1.57M 0.26%
18,384
+3,350
95
$1.49M 0.24%
30,996
-514
96
$1.44M 0.24%
2,208
+139
97
$1.43M 0.23%
53,227
+6,084
98
$1.42M 0.23%
3,843
-6
99
$1.4M 0.23%
30,222
+395
100
$1.38M 0.22%
7,708
+763
2 3
4
5 6