1WA

180 Wealth Advisors Portfolio holdings

AUM $628M
AUM
$628M
AUM Growth
-$10.5M
Cap. Flow
+$33.8M
Cap. Flow %
5.38%
Top 10 Hldgs %
25.62%
Holding
456
New
26
Increased
186
Reduced
179
Closed
40

Top Buys

1
$3.4M
2
$2.24M
3
$1.78M
4
$1.65M
5
$1.61M

Top Sells

1
$695K
2
$654K
3
$590K
4
$565K
5
$502K

Sector Composition

1Technology26.53%
2Consumer Discretionary8.77%
3Healthcare7.44%
4Financials6.64%
5Communication Services6.09%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$1.58M0.25%7,639
+4,262
+126%
+$882K
$1.5M0.24%14,691
+3,472
+31%
+$355K
$1.49M0.24%15,487
+1,572
+11%
+$151K
$1.49M0.24%13,393
+57
+0.4%
+$6.33K
$1.46M0.23%20,093
-65
-0.3%
-$4.71K
$1.46M0.23%12,083
-165
-1%
-$19.9K
$1.44M0.23%36,316
+3,034
+9%
+$120K
$1.41M0.22%8,260
-153
-2%
-$26.1K
$1.36M0.22%3,847
+181
+5%
+$63.8K
$1.33M0.21%12,550
+4,170
+50%
+$443K
$1.31M0.21%31,316
-407
-1%
-$17K
$1.28M0.2%5,414
-142
-3%
-$33.5K
$1.27M0.2%6,356
-474
-7%
-$94.9K
$1.26M0.2%10,541
+8,803
+507%
+$1.05M
$1.23M0.2%10,960
-30
-0.3%
-$3.36K
$1.22M0.19%13,593
+1,976
+17%
+$177K
$1.2M0.19%25,613
-702
-3%
-$33K
$1.18M0.19%98,574
+6,881
+8%
+$82.6K
$1.18M0.19%3,490
-10
-0.3%
-$3.38K
$1.17M0.19%2,482
-34
-1%
-$16.1K
$1.14M0.18%8,164
-158
-2%
-$22.1K
$1.12M0.18%18,354
-176
-1%
-$10.7K
$1.09M0.17%1,368
+130
+11%
+$103K
$1.08M0.17%53,620
+14,999
+39%
+$303K
$1.07M0.17%31,485
+9,701
+45%
+$331K
1 3456718