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
$196M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$9.04M
2
+$4.9M
3
+$4.15M
4
CVX icon
Chevron
CVX
+$3.6M
5
BA icon
Boeing
BA
+$3.56M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.7%
2 Industrials 12.17%
3 Healthcare 8.54%
4 Consumer Staples 8.51%
5 Consumer Discretionary 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$417K 0.21%
+3,277
127
$415K 0.21%
+15,461
128
$412K 0.21%
+7,248
129
$407K 0.21%
+2,304
130
$401K 0.2%
+1,711
131
$398K 0.2%
+2,072
132
$387K 0.2%
+5,197
133
$387K 0.2%
+1,691
134
$386K 0.2%
+4,073
135
$383K 0.2%
+14,016
136
$381K 0.19%
+4,961
137
$381K 0.19%
+10,386
138
$380K 0.19%
+3,130
139
$377K 0.19%
+9,844
140
$374K 0.19%
+17,931
141
$373K 0.19%
+5,828
142
$370K 0.19%
+1,492
143
$367K 0.19%
+7,780
144
$365K 0.19%
+5,418
145
$362K 0.18%
+2,479
146
$362K 0.18%
+7,434
147
$360K 0.18%
+4,172
148
$359K 0.18%
+5,084
149
$357K 0.18%
+2,541
150
$356K 0.18%
+7,157
4 5
6
7 8