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
$455M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$959K
2
+$947K
3
+$790K
4
MP icon
MP Materials
MP
+$729K
5
AER icon
AerCap
AER
+$707K

Top Sells

1
+$2.06M
2
+$1.25M
3
+$1.09M
4
LUV icon
Southwest Airlines
LUV
+$820K
5
ABB
ABB Ltd
ABB
+$818K

Sector Composition

1 Technology 27.73%
2 Consumer Discretionary 10.92%
3 Healthcare 7.45%
4 Industrials 6.69%
5 Communication Services 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.13M 0.25%
2,340
-352
102
$1.11M 0.24%
13,622
+2,361
103
$1.1M 0.24%
13,767
+548
104
$1.1M 0.24%
18,045
-778
105
$1.07M 0.24%
18,329
+926
106
$1.06M 0.23%
2,372
+762
107
$1.04M 0.23%
20,249
+2,297
108
$1.03M 0.23%
26,546
-316
109
$1.02M 0.22%
19,172
-2,177
110
$1.02M 0.22%
33,147
+5,002
111
$1.01M 0.22%
4,888
+2,003
112
$971K 0.21%
8,079
+4,454
113
$960K 0.21%
41,450
+31,481
114
$947K 0.21%
+19,736
115
$942K 0.21%
58,430
+116
116
$940K 0.21%
10,276
-1,269
117
$912K 0.2%
7,787
-497
118
$891K 0.2%
53,305
+1,912
119
$888K 0.2%
2,399
-19
120
$883K 0.19%
5,300
-1,319
121
$856K 0.19%
4,269
-116
122
$837K 0.18%
5,734
-109
123
$818K 0.18%
9,463
124
$817K 0.18%
13,010
+1,003
125
$813K 0.18%
4,444
+2,350
3 4
5
6 7