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
$251M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$992K
3
+$989K
4
ATO icon
Atmos Energy
ATO
+$934K
5
BMY icon
Bristol-Myers Squibb
BMY
+$736K

Top Sells

1
+$707K
2
+$628K
3
+$609K
4
DRI icon
Darden Restaurants
DRI
+$608K
5
PG icon
Procter & Gamble
PG
+$601K

Sector Composition

1 Technology 16.34%
2 Consumer Discretionary 9.28%
3 Industrials 8.38%
4 Healthcare 7.46%
5 Financials 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$547K 0.22%
2,610
-845
127
$537K 0.21%
2,222
-166
128
$515K 0.21%
1,637
+28
129
$514K 0.2%
5,430
-198
130
$495K 0.2%
+933
131
$488K 0.19%
4,606
-114
132
$484K 0.19%
2,841
-211
133
$476K 0.19%
6,620
+160
134
$461K 0.18%
5,187
135
$459K 0.18%
3,890
+456
136
$454K 0.18%
11,909
-301
137
$453K 0.18%
5,059
-1,611
138
$449K 0.18%
3,906
-1,639
139
$442K 0.18%
8,184
+1,963
140
$438K 0.17%
16,775
-1,191
141
$438K 0.17%
3,270
-1,638
142
$432K 0.17%
1,834
-201
143
$432K 0.17%
6,861
+125
144
$431K 0.17%
1,976
-23
145
$427K 0.17%
4,857
+156
146
$417K 0.17%
9,136
+1,475
147
$416K 0.17%
6,723
-854
148
$415K 0.17%
3,019
+742
149
$415K 0.17%
3,995
150
$414K 0.17%
6,588
-11,252
4 5
6
7 8