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
$216M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$969K
3
+$858K
4
MPC icon
Marathon Petroleum
MPC
+$853K
5
PEP icon
PepsiCo
PEP
+$755K

Top Sells

1
+$1.39M
2
+$1.31M
3
+$1.15M
4
PHM icon
Pultegroup
PHM
+$859K
5
UAL icon
United Airlines
UAL
+$728K

Sector Composition

1 Technology 14.09%
2 Industrials 11.31%
3 Consumer Discretionary 9.64%
4 Healthcare 8.5%
5 Financials 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$518K 0.24%
15,440
-940
127
$518K 0.24%
2,706
+27
128
$513K 0.24%
1,927
+491
129
$510K 0.24%
16,367
-1,043
130
$501K 0.23%
8,441
+2,054
131
$498K 0.23%
12,889
+128
132
$493K 0.23%
5,593
+12
133
$490K 0.23%
3,475
-785
134
$483K 0.22%
33,827
-8,159
135
$483K 0.22%
6,378
-131
136
$478K 0.22%
10,504
-1,426
137
$473K 0.22%
2,126
+532
138
$471K 0.22%
5,250
+787
139
$471K 0.22%
6,111
+832
140
$470K 0.22%
3,516
-665
141
$463K 0.21%
10,375
-229
142
$457K 0.21%
1,796
+327
143
$451K 0.21%
37,205
+4,600
144
$448K 0.21%
5,104
+1,226
145
$446K 0.21%
7,480
+1,240
146
$442K 0.2%
6,860
+280
147
$437K 0.2%
1,636
-29
148
$435K 0.2%
10,517
+1,965
149
$435K 0.2%
3,932
-32
150
$433K 0.2%
14,121
-491
4 5
6
7 8