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
$430M
AUM Growth
+$4.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$753K
3
+$727K
4
CMI icon
Cummins
CMI
+$441K
5
EG icon
Everest Group
EG
+$366K

Top Sells

1
+$1.2M
2
+$680K
3
+$660K
4
AMAT icon
Applied Materials
AMAT
+$651K
5
SGI
Somnigroup International
SGI
+$604K

Sector Composition

1 Technology 26.23%
2 Consumer Discretionary 9.59%
3 Healthcare 7.99%
4 Industrials 6.81%
5 Communication Services 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$802K 0.19%
5,843
+144
127
$800K 0.19%
1,937
+697
128
$796K 0.19%
6,943
+2,406
129
$786K 0.18%
13,893
+3,461
130
$776K 0.18%
2,418
+38
131
$770K 0.18%
8,284
-114
132
$765K 0.18%
4,303
+8
133
$762K 0.18%
4,180
+59
134
$753K 0.18%
+15,000
135
$751K 0.17%
4,385
-56
136
$734K 0.17%
2,243
-58
137
$732K 0.17%
17,436
-512
138
$727K 0.17%
+7,905
139
$723K 0.17%
10,028
+555
140
$722K 0.17%
9,463
-3,127
141
$719K 0.17%
12,007
+2,287
142
$717K 0.17%
45,452
+22
143
$701K 0.16%
8,810
-160
144
$684K 0.16%
128,739
-1,335
145
$680K 0.16%
2,431
-3
146
$637K 0.15%
1,610
+526
147
$635K 0.15%
7,778
+1,111
148
$629K 0.15%
21,978
+1,826
149
$625K 0.15%
1,880
150
$612K 0.14%
2,454
+468
4 5
6
7 8