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
$458M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$1.18M
3
+$990K
4
TWLO icon
Twilio
TWLO
+$675K
5
CLF icon
Cleveland-Cliffs
CLF
+$544K

Top Sells

1
+$2.62M
2
+$978K
3
+$503K
4
CVX icon
Chevron
CVX
+$464K
5
MO icon
Altria Group
MO
+$436K

Sector Composition

1 Technology 24.98%
2 Consumer Discretionary 11.45%
3 Healthcare 8.37%
4 Industrials 6.3%
5 Communication Services 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$770K 0.17%
9,460
+1
127
$756K 0.17%
40,336
+3,858
128
$750K 0.16%
10,120
+2,238
129
$747K 0.16%
2,156
+126
130
$744K 0.16%
13,476
-7,892
131
$735K 0.16%
17,729
+67
132
$726K 0.16%
18,348
+260
133
$691K 0.15%
7,129
+2,078
134
$688K 0.15%
7,027
-446
135
$681K 0.15%
11,692
+4,655
136
$681K 0.15%
1,682
+10
137
$664K 0.14%
3,182
+442
138
$660K 0.14%
3,688
+103
139
$660K 0.14%
5,910
-840
140
$656K 0.14%
1,880
141
$653K 0.14%
8,211
+636
142
$649K 0.14%
9,362
+69
143
$645K 0.14%
17,550
+30
144
$642K 0.14%
4,281
-65
145
$631K 0.14%
3,534
+155
146
$624K 0.14%
3,631
+249
147
$620K 0.14%
10,380
+786
148
$617K 0.13%
10,784
-126
149
$613K 0.13%
5,742
-74
150
$610K 0.13%
31,117
-521
4 5
6
7 8