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
$500M
AUM Growth
+$55.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$2.47M
3
+$2.18M
4
PEP icon
PepsiCo
PEP
+$2.07M
5
TSCO icon
Tractor Supply
TSCO
+$1.98M

Top Sells

1
+$2.35M
2
+$2.04M
3
+$1.86M
4
TEL icon
TE Connectivity
TEL
+$1.78M
5
NOC icon
Northrop Grumman
NOC
+$1.75M

Sector Composition

1 Technology 28.34%
2 Consumer Discretionary 10.48%
3 Healthcare 6.8%
4 Communication Services 6.08%
5 Industrials 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.23M 0.25%
2,171
+124
102
$1.22M 0.24%
3,673
+143
103
$1.21M 0.24%
17,886
+23
104
$1.2M 0.24%
11,183
+1,214
105
$1.19M 0.24%
25,061
-1,857
106
$1.18M 0.24%
32,516
+8,517
107
$1.18M 0.24%
2,476
-422
108
$1.14M 0.23%
57,546
+747
109
$1.12M 0.22%
4,521
-784
110
$1.08M 0.22%
62,434
-72
111
$1.07M 0.21%
4,950
-2,561
112
$1.03M 0.21%
60,585
-9,667
113
$1.02M 0.2%
28,307
+2,034
114
$1.01M 0.2%
6,750
+106
115
$1M 0.2%
18,965
+522
116
$960K 0.19%
2,384
-44
117
$947K 0.19%
11,748
+839
118
$891K 0.18%
45,314
+3,739
119
$890K 0.18%
1,535
+103
120
$881K 0.18%
1,874
-3,731
121
$879K 0.18%
8,742
+210
122
$861K 0.17%
15,864
-243
123
$854K 0.17%
35,832
+4,019
124
$851K 0.17%
11,672
-399
125
$850K 0.17%
9,952
+32
3 4
5
6 7