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
$628M
AUM Growth
-$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$2.24M
3
+$1.78M
4
LAD icon
Lithia Motors
LAD
+$1.65M
5
INTC icon
Intel
INTC
+$1.61M

Top Sells

1
+$2.88M
2
+$2.15M
3
+$1.91M
4
FLS icon
Flowserve
FLS
+$705K
5
PWR icon
Quanta Services
PWR
+$704K

Sector Composition

1 Technology 26.53%
2 Consumer Discretionary 8.77%
3 Healthcare 7.44%
4 Financials 6.64%
5 Communication Services 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.18M 0.35%
2,634
-78
77
$2.14M 0.34%
221,033
+46,509
78
$2.1M 0.33%
48,732
-3,554
79
$2.04M 0.32%
65,760
-1,104
80
$2.04M 0.32%
5,557
+12
81
$2.01M 0.32%
71,198
+19,180
82
$1.98M 0.32%
13,654
-64
83
$1.95M 0.31%
35,835
+10,290
84
$1.94M 0.31%
34,652
+1,948
85
$1.91M 0.3%
3,851
+180
86
$1.89M 0.3%
36,280
+2,092
87
$1.89M 0.3%
4,229
-319
88
$1.89M 0.3%
31,606
+7,588
89
$1.86M 0.3%
58,150
+135
90
$1.83M 0.29%
9,818
-106
91
$1.83M 0.29%
22,672
+64
92
$1.83M 0.29%
15,766
+215
93
$1.81M 0.29%
69,745
+4,515
94
$1.78M 0.28%
39,311
-1,187
95
$1.78M 0.28%
+24,527
96
$1.74M 0.28%
13,099
-1,150
97
$1.73M 0.28%
136,122
+1,247
98
$1.65M 0.26%
+5,629
99
$1.63M 0.26%
69,874
+4,069
100
$1.62M 0.26%
8,180
-114
2 3
4
5 6