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
$628M
AUM Growth
-$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$2.24M
3
+$1.78M
4
LAD icon
Lithia Motors
LAD
+$1.65M
5
INTC icon
Intel
INTC
+$1.61M

Top Sells

1
+$2.88M
2
+$2.15M
3
+$1.91M
4
FLS icon
Flowserve
FLS
+$705K
5
PWR icon
Quanta Services
PWR
+$704K

Sector Composition

1 Technology 26.53%
2 Consumer Discretionary 8.77%
3 Healthcare 7.44%
4 Financials 6.64%
5 Communication Services 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.58M 0.25%
7,639
+4,262
102
$1.5M 0.24%
14,691
+3,472
103
$1.49M 0.24%
15,487
+1,572
104
$1.49M 0.24%
13,393
+57
105
$1.46M 0.23%
20,093
-65
106
$1.46M 0.23%
12,083
-165
107
$1.44M 0.23%
36,316
+3,034
108
$1.41M 0.22%
8,260
-153
109
$1.36M 0.22%
3,847
+181
110
$1.33M 0.21%
12,550
+4,170
111
$1.31M 0.21%
31,316
-407
112
$1.28M 0.2%
5,414
-142
113
$1.27M 0.2%
6,356
-474
114
$1.26M 0.2%
10,541
+8,803
115
$1.23M 0.2%
10,960
-30
116
$1.22M 0.19%
13,593
+1,976
117
$1.2M 0.19%
25,613
-702
118
$1.18M 0.19%
98,574
+6,881
119
$1.18M 0.19%
3,490
-10
120
$1.17M 0.19%
2,482
-34
121
$1.14M 0.18%
8,164
-158
122
$1.12M 0.18%
18,354
-176
123
$1.09M 0.17%
1,368
+130
124
$1.08M 0.17%
53,620
+14,999
125
$1.07M 0.17%
31,485
+9,701
3 4
5
6 7