1WA

180 Wealth Advisors Portfolio holdings

AUM $628M
AUM
$628M
AUM Growth
-$10.5M
Cap. Flow
+$33.8M
Cap. Flow %
5.38%
Top 10 Hldgs %
25.62%
Holding
456
New
26
Increased
186
Reduced
179
Closed
40

Top Buys

1
$3.4M
2
$2.24M
3
$1.78M
4
$1.65M
5
$1.61M

Top Sells

1
$695K
2
$654K
3
$590K
4
$565K
5
$502K

Sector Composition

1Technology26.53%
2Consumer Discretionary8.77%
3Healthcare7.44%
4Financials6.64%
5Communication Services6.09%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$1.07M0.17%8,078
-293
-4%
-$38.7K
$1.06M0.17%13,670 New
+$1.06M
$1.06M0.17%41,671
+5,657
+16%
+$143K
$1.05M0.17%21,717
+1,624
+8%
+$78.8K
$1.05M0.17%4,728
+1,178
+33%
+$261K
$1.04M0.17%43,047
+150
+0.4%
+$3.62K
$1.03M0.16%30,871
-705
-2%
-$23.5K
$1.03M0.16%4,724
+48
+1%
+$10.4K
$1.02M0.16%29,271
+5,624
+24%
+$196K
$1.02M0.16%3,596
-2,084
-37%
-$590K
$1M0.16%36,652
+2,067
+6%
+$56.4K
$999K0.16%22,739
+233
+1%
+$10.2K
$988K0.16%6,921 New
+$988K
$978K0.16%792
+595
+302%
+$735K
$976K0.16%16,329
+8,249
+102%
+$493K
$974K0.16%22,343
-669
-3%
-$29.2K
$969K0.15%3,603
+215
+6%
+$57.8K
$967K0.15%6,585
+47
+0.7%
+$6.9K
$950K0.15%63,795
+5,502
+9%
+$81.9K
$916K0.15%3,238
-125
-4%
-$35.4K
$911K0.15%24,352
+1,571
+7%
+$58.8K
$906K0.14%2,443
-62
-2%
-$23K
$903K0.14%18,708
+12,929
+224%
+$624K
$901K0.14%5,878
+3,188
+119%
+$488K
$895K0.14%1,593
-30
-2%
-$16.9K
1 4567818