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
$455M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$959K
2
+$947K
3
+$790K
4
MP icon
MP Materials
MP
+$729K
5
AER icon
AerCap
AER
+$707K

Top Sells

1
+$2.06M
2
+$1.25M
3
+$1.09M
4
LUV icon
Southwest Airlines
LUV
+$820K
5
ABB
ABB Ltd
ABB
+$818K

Sector Composition

1 Technology 27.73%
2 Consumer Discretionary 10.92%
3 Healthcare 7.45%
4 Industrials 6.69%
5 Communication Services 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$809K 0.18%
15,441
-2,157
127
$801K 0.18%
9,921
-1,296
128
$801K 0.18%
8,243
-3,320
129
$790K 0.17%
+14,347
130
$782K 0.17%
6,060
-1,845
131
$774K 0.17%
10,198
+170
132
$767K 0.17%
9,066
+1,288
133
$765K 0.17%
4,120
-60
134
$753K 0.17%
4,113
-190
135
$742K 0.16%
13,889
+3,268
136
$736K 0.16%
1,307
-1
137
$725K 0.16%
10,280
-4,462
138
$717K 0.16%
3,444
-1,571
139
$717K 0.16%
5,913
-2,481
140
$710K 0.16%
1,464
-19
141
$707K 0.16%
+11,099
142
$705K 0.15%
133,235
+4,496
143
$703K 0.15%
6,126
-817
144
$699K 0.15%
27,243
+4,611
145
$699K 0.15%
6,535
+2,914
146
$697K 0.15%
2,365
-66
147
$696K 0.15%
2,459
+5
148
$683K 0.15%
44,784
-585
149
$682K 0.15%
22,234
+1,210
150
$678K 0.15%
+9,165
4 5
6
7 8