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
$392M
AUM Growth
-$66.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
405
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$549K
3
+$440K
4
TSLA icon
Tesla
TSLA
+$408K
5
PCAR icon
PACCAR
PCAR
+$403K

Top Sells

1
+$2.22M
2
+$578K
3
+$451K
4
CC icon
Chemours
CC
+$420K
5
ORLY icon
O'Reilly Automotive
ORLY
+$406K

Sector Composition

1 Technology 24.69%
2 Consumer Discretionary 10.73%
3 Healthcare 9.08%
4 Industrials 6.4%
5 Communication Services 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$975K 0.25%
53,893
-180
102
$963K 0.25%
5,498
+1,201
103
$959K 0.24%
2,504
-6
104
$934K 0.24%
127,200
-220
105
$928K 0.24%
5,514
+703
106
$890K 0.23%
16,450
-4,771
107
$888K 0.23%
10,703
-798
108
$879K 0.22%
4,902
+90
109
$853K 0.22%
26,490
+533
110
$849K 0.22%
2,303
-31
111
$771K 0.2%
15,435
-3,782
112
$758K 0.19%
9,839
+231
113
$740K 0.19%
6,429
-278
114
$737K 0.19%
3,574
+64
115
$722K 0.18%
12,284
+598
116
$719K 0.18%
4,460
+5
117
$711K 0.18%
12,097
+3,925
118
$710K 0.18%
4,077
-533
119
$703K 0.18%
6,057
+363
120
$702K 0.18%
8,310
-4,740
121
$695K 0.18%
3,107
-75
122
$683K 0.17%
8,627
-603
123
$673K 0.17%
4,528
+840
124
$655K 0.17%
9,470
+10
125
$637K 0.16%
6,496
-531
3 4
5
6 7