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
$251M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$992K
3
+$989K
4
ATO icon
Atmos Energy
ATO
+$934K
5
BMY icon
Bristol-Myers Squibb
BMY
+$736K

Top Sells

1
+$707K
2
+$628K
3
+$609K
4
DRI icon
Darden Restaurants
DRI
+$608K
5
PG icon
Procter & Gamble
PG
+$601K

Sector Composition

1 Technology 16.34%
2 Consumer Discretionary 9.28%
3 Industrials 8.38%
4 Healthcare 7.46%
5 Financials 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$648K 0.26%
1,965
-117
102
$638K 0.25%
10,974
+7,484
103
$633K 0.25%
11,701
+2,468
104
$630K 0.25%
17,625
-542
105
$629K 0.25%
+13,304
106
$626K 0.25%
5,219
+870
107
$625K 0.25%
4,837
-556
108
$617K 0.25%
11,258
+723
109
$612K 0.24%
10,891
-2,047
110
$609K 0.24%
2,019
-3
111
$604K 0.24%
4,150
+1,949
112
$601K 0.24%
+2,960
113
$600K 0.24%
+4,611
114
$599K 0.24%
394,277
+59,500
115
$598K 0.24%
5,089
+195
116
$582K 0.23%
7,205
+3
117
$581K 0.23%
9,503
+2,981
118
$577K 0.23%
4,830
-31
119
$577K 0.23%
94,080
+5,200
120
$569K 0.23%
4,000
-773
121
$568K 0.23%
7,414
-1,352
122
$564K 0.22%
6,382
+2,172
123
$563K 0.22%
8,712
+2,423
124
$560K 0.22%
10,155
+1,106
125
$559K 0.22%
+14,084
3 4
5
6 7