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
$216M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$969K
3
+$858K
4
MPC icon
Marathon Petroleum
MPC
+$853K
5
PEP icon
PepsiCo
PEP
+$755K

Top Sells

1
+$1.39M
2
+$1.31M
3
+$1.15M
4
PHM icon
Pultegroup
PHM
+$859K
5
UAL icon
United Airlines
UAL
+$728K

Sector Composition

1 Technology 14.09%
2 Industrials 11.31%
3 Consumer Discretionary 9.64%
4 Healthcare 8.5%
5 Financials 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$639K 0.3%
22,173
+2,037
102
$622K 0.29%
10,761
+775
103
$620K 0.29%
12,777
+1,268
104
$619K 0.29%
5,388
+508
105
$618K 0.29%
25,060
+560
106
$617K 0.29%
+10,410
107
$612K 0.28%
9,862
+1,298
108
$604K 0.28%
7,832
+455
109
$600K 0.28%
5,427
+344
110
$599K 0.28%
6,329
-2,443
111
$583K 0.27%
4,009
+83
112
$582K 0.27%
+21,387
113
$579K 0.27%
3,816
+705
114
$577K 0.27%
4,222
+2,208
115
$577K 0.27%
15,436
+200
116
$574K 0.27%
14,226
-80
117
$574K 0.27%
+10,914
118
$569K 0.26%
5,006
-569
119
$565K 0.26%
9,738
+1,002
120
$558K 0.26%
3,338
-179
121
$553K 0.26%
3,803
-125
122
$550K 0.25%
1,624
-40
123
$547K 0.25%
2,273
-108
124
$533K 0.25%
+6,058
125
$529K 0.24%
6,487
-644
3 4
5
6 7