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
$193M
AUM Growth
-$3.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$1.03M
3
+$989K
4
ALK icon
Alaska Air
ALK
+$953K
5
ITW icon
Illinois Tool Works
ITW
+$936K

Top Sells

1
+$1.31M
2
+$1.21M
3
+$1.02M
4
JNJ icon
Johnson & Johnson
JNJ
+$952K
5
MMM icon
3M
MMM
+$938K

Sector Composition

1 Technology 13.82%
2 Industrials 12.41%
3 Consumer Discretionary 8.48%
4 Healthcare 7.74%
5 Consumer Staples 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$583K 0.3%
20,711
-1,770
102
$582K 0.3%
7,246
+239
103
$580K 0.3%
5,099
+441
104
$577K 0.3%
3,131
+361
105
$574K 0.3%
18,508
-193
106
$574K 0.3%
18,772
+194
107
$574K 0.3%
3,982
-385
108
$560K 0.29%
5,808
+3,427
109
$555K 0.29%
6,655
+595
110
$528K 0.27%
15,514
+744
111
$523K 0.27%
+5,538
112
$522K 0.27%
3,849
+185
113
$514K 0.27%
8,165
-3,533
114
$513K 0.27%
2,560
+218
115
$512K 0.27%
11,630
-60
116
$509K 0.26%
9,311
+473
117
$508K 0.26%
3,669
+156
118
$501K 0.26%
17,743
-2,663
119
$485K 0.25%
4,822
+2,143
120
$483K 0.25%
7,426
121
$466K 0.24%
8,084
-1,225
122
$465K 0.24%
5,305
-1,358
123
$452K 0.23%
22,110
+5,820
124
$448K 0.23%
41,088
-11,681
125
$445K 0.23%
1,649
+157
3 4
5
6 7