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
$196M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$9.04M
2
+$4.9M
3
+$4.15M
4
CVX icon
Chevron
CVX
+$3.6M
5
BA icon
Boeing
BA
+$3.56M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.7%
2 Industrials 12.17%
3 Healthcare 8.54%
4 Consumer Staples 8.51%
5 Consumer Discretionary 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$566K 0.29%
+7,007
102
$555K 0.28%
+10,507
103
$542K 0.28%
+3,773
104
$537K 0.27%
+6,529
105
$531K 0.27%
+4,658
106
$529K 0.27%
+18,578
107
$527K 0.27%
+10,703
108
$518K 0.26%
+28,236
109
$515K 0.26%
+9,309
110
$513K 0.26%
+3,513
111
$508K 0.26%
+27,034
112
$508K 0.26%
+6,060
113
$503K 0.26%
+3,664
114
$495K 0.25%
+8,838
115
$480K 0.24%
+7,426
116
$479K 0.24%
+11,134
117
$478K 0.24%
+2,770
118
$468K 0.24%
+10,188
119
$464K 0.24%
+2,342
120
$456K 0.23%
+12,020
121
$453K 0.23%
+5,337
122
$449K 0.23%
+5,505
123
$424K 0.22%
+10,841
124
$424K 0.22%
+3,844
125
$417K 0.21%
+25,015
3 4
5
6 7