1WA

180 Wealth Advisors Portfolio holdings

AUM $878M
1-Year Est. Return 37.53%
This Quarter Est. Return
1 Year Est. Return
+37.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193M
AUM Growth
-$3.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$1.03M
3
+$989K
4
ALK icon
Alaska Air
ALK
+$953K
5
ITW icon
Illinois Tool Works
ITW
+$936K

Top Sells

1
+$1.31M
2
+$1.21M
3
+$1.02M
4
JNJ icon
Johnson & Johnson
JNJ
+$952K
5
MMM icon
3M
MMM
+$938K

Sector Composition

1 Technology 13.82%
2 Industrials 12.41%
3 Consumer Discretionary 8.48%
4 Healthcare 7.74%
5 Consumer Staples 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$444K 0.23%
1,958
+267
127
$434K 0.23%
+17,820
128
$417K 0.22%
8,520
-2,183
129
$416K 0.22%
5,337
130
$413K 0.21%
+8,913
131
$406K 0.21%
3,454
+324
132
$403K 0.21%
2,697
+364
133
$402K 0.21%
6,318
+576
134
$398K 0.21%
5,474
+390
135
$393K 0.2%
2,998
-279
136
$384K 0.2%
11,592
+4,280
137
$379K 0.2%
+3,393
138
$372K 0.19%
+15,074
139
$371K 0.19%
+7,170
140
$371K 0.19%
22,789
-2,226
141
$371K 0.19%
9,436
-1,698
142
$364K 0.19%
2,571
+30
143
$359K 0.19%
2,637
+158
144
$355K 0.18%
+1,662
145
$354K 0.18%
1,469
+208
146
$352K 0.18%
1,594
-117
147
$350K 0.18%
4,172
148
$345K 0.18%
2,003
-5,919
149
$345K 0.18%
6,734
150
$341K 0.18%
2,829
+291
4 5
6
7 8