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
$430M
AUM Growth
+$4.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$753K
3
+$727K
4
CMI icon
Cummins
CMI
+$441K
5
EG icon
Everest Group
EG
+$366K

Top Sells

1
+$1.2M
2
+$680K
3
+$660K
4
AMAT icon
Applied Materials
AMAT
+$651K
5
SGI
Somnigroup International
SGI
+$604K

Sector Composition

1 Technology 26.23%
2 Consumer Discretionary 9.59%
3 Healthcare 7.99%
4 Industrials 6.81%
5 Communication Services 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.09M 0.25%
8,586
+1,923
102
$1.07M 0.25%
2,692
+714
103
$1.03M 0.24%
27,400
+5,726
104
$1.01M 0.24%
106,392
+28,477
105
$985K 0.23%
26,862
-278
106
$977K 0.23%
17,598
+3,589
107
$976K 0.23%
2,841
+159
108
$959K 0.22%
17,403
+196
109
$958K 0.22%
5,015
-267
110
$955K 0.22%
11,545
+598
111
$954K 0.22%
17,952
+972
112
$942K 0.22%
51,393
+11,903
113
$933K 0.22%
11,261
+1,447
114
$922K 0.21%
11,217
-433
115
$921K 0.21%
3,607
+71
116
$910K 0.21%
28,145
+3,033
117
$896K 0.21%
21,349
+4,694
118
$893K 0.21%
4,802
-100
119
$889K 0.21%
6,619
+1,184
120
$870K 0.2%
17,189
+5,888
121
$869K 0.2%
6,002
+1,266
122
$861K 0.2%
14,742
+3,340
123
$854K 0.2%
8,394
+2,219
124
$820K 0.19%
25,197
+8,569
125
$818K 0.19%
23,849
-1,496
3 4
5
6 7