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
$392M
AUM Growth
-$66.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
405
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$549K
3
+$440K
4
TSLA icon
Tesla
TSLA
+$408K
5
PCAR icon
PACCAR
PCAR
+$403K

Top Sells

1
+$2.22M
2
+$578K
3
+$451K
4
CC icon
Chemours
CC
+$420K
5
ORLY icon
O'Reilly Automotive
ORLY
+$406K

Sector Composition

1 Technology 24.69%
2 Consumer Discretionary 10.73%
3 Healthcare 9.08%
4 Industrials 6.4%
5 Communication Services 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$633K 0.16%
1,307
+515
127
$629K 0.16%
72,600
-145
128
$612K 0.16%
18,024
+295
129
$606K 0.15%
2,149
-7
130
$594K 0.15%
10,636
-148
131
$593K 0.15%
8,363
+152
132
$588K 0.15%
18,617
+269
133
$585K 0.15%
41,356
+1,020
134
$584K 0.15%
1,880
135
$572K 0.15%
10,819
-224
136
$568K 0.15%
8,097
-2,023
137
$567K 0.14%
1,747
-159
138
$562K 0.14%
13,648
+1,956
139
$561K 0.14%
4,103
-50
140
$556K 0.14%
14,057
-2,326
141
$553K 0.14%
4,043
+35
142
$552K 0.14%
13,058
-418
143
$551K 0.14%
4,834
-1,076
144
$546K 0.14%
4,282
+1
145
$536K 0.14%
5,833
-176
146
$534K 0.14%
3,653
+119
147
$529K 0.14%
2,481
-3
148
$528K 0.13%
8,209
-37
149
$527K 0.13%
7,963
+2,138
150
$527K 0.13%
3,392
+43
4 5
6
7 8