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
$613M
AUM Growth
+$56.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$2.54M
3
+$2.33M
4
AMGN icon
Amgen
AMGN
+$2.28M
5
PHM icon
Pultegroup
PHM
+$2.24M

Top Sells

1
+$2.77M
2
+$2.41M
3
+$2.14M
4
MET icon
MetLife
MET
+$2.08M
5
LLY icon
Eli Lilly
LLY
+$1.96M

Sector Composition

1 Technology 30.02%
2 Consumer Discretionary 9.94%
3 Healthcare 7.3%
4 Communication Services 6.01%
5 Industrials 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.37M 0.22%
12,493
-25
102
$1.36M 0.22%
+13,000
103
$1.33M 0.22%
4,665
-337
104
$1.31M 0.21%
5,744
-115
105
$1.31M 0.21%
2,341
-295
106
$1.31M 0.21%
2,660
+344
107
$1.28M 0.21%
3,867
+716
108
$1.19M 0.19%
8,301
+412
109
$1.17M 0.19%
61,872
-1,733
110
$1.15M 0.19%
21,013
-4,871
111
$1.14M 0.19%
53,758
-2,666
112
$1.13M 0.18%
6,984
-1,952
113
$1.13M 0.18%
35,681
-2,755
114
$1.09M 0.18%
2,169
+230
115
$1.09M 0.18%
12,128
-556
116
$1.07M 0.17%
9,938
-567
117
$1.05M 0.17%
18,018
-27
118
$1.04M 0.17%
31,554
+862
119
$1.04M 0.17%
10,844
+195
120
$1.04M 0.17%
23,212
+4,253
121
$1.04M 0.17%
7,248
+111
122
$1.02M 0.17%
2,128
+93
123
$1.01M 0.17%
3,507
+2,153
124
$1.01M 0.16%
63,434
+4,742
125
$1M 0.16%
2,618
+111
3 4
5
6 7