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
$458M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$1.18M
3
+$990K
4
TWLO icon
Twilio
TWLO
+$675K
5
CLF icon
Cleveland-Cliffs
CLF
+$544K

Top Sells

1
+$2.62M
2
+$978K
3
+$503K
4
CVX icon
Chevron
CVX
+$464K
5
MO icon
Altria Group
MO
+$436K

Sector Composition

1 Technology 24.98%
2 Consumer Discretionary 11.45%
3 Healthcare 8.37%
4 Industrials 6.3%
5 Communication Services 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.12M 0.24%
2,510
+501
102
$1.12M 0.24%
69,384
+18,787
103
$1.1M 0.24%
4,812
-58
104
$1.09M 0.24%
25,957
+1,450
105
$1.05M 0.23%
9,230
-198
106
$1.03M 0.23%
3,510
+80
107
$1.02M 0.22%
4,134
-10,629
108
$1.02M 0.22%
2,334
-79
109
$1.01M 0.22%
54,073
-1,321
110
$971K 0.21%
19,217
-2,355
111
$955K 0.21%
9,608
+97
112
$954K 0.21%
11,501
-102
113
$945K 0.21%
2,711
-334
114
$938K 0.2%
16,383
-623
115
$882K 0.19%
4,455
+55
116
$875K 0.19%
4,811
+756
117
$871K 0.19%
7,699
+696
118
$867K 0.19%
13,201
+6,273
119
$857K 0.19%
4,610
-69
120
$850K 0.19%
42,781
+1,314
121
$847K 0.18%
4,297
+566
122
$820K 0.18%
6,009
-948
123
$808K 0.18%
6,707
-108
124
$806K 0.18%
16,545
+930
125
$783K 0.17%
11,686
+537
3 4
5
6 7