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
$500M
AUM Growth
+$55.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$2.47M
3
+$2.18M
4
PEP icon
PepsiCo
PEP
+$2.07M
5
TSCO icon
Tractor Supply
TSCO
+$1.98M

Top Sells

1
+$2.35M
2
+$2.04M
3
+$1.86M
4
TEL icon
TE Connectivity
TEL
+$1.78M
5
NOC icon
Northrop Grumman
NOC
+$1.75M

Sector Composition

1 Technology 28.34%
2 Consumer Discretionary 10.48%
3 Healthcare 6.8%
4 Communication Services 6.08%
5 Industrials 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$821K 0.16%
27,632
-5,572
127
$819K 0.16%
7,874
+77
128
$802K 0.16%
13,102
+2,756
129
$800K 0.16%
28,494
+497
130
$795K 0.16%
12,364
-1,145
131
$792K 0.16%
30,115
+1,366
132
$783K 0.16%
2,016
-251
133
$769K 0.15%
9,389
-969
134
$753K 0.15%
3,973
-50
135
$753K 0.15%
10,407
+348
136
$751K 0.15%
9,941
-1,692
137
$746K 0.15%
4,953
+59
138
$742K 0.15%
1,376
-3,774
139
$741K 0.15%
12,796
-248
140
$736K 0.15%
2,409
-40
141
$730K 0.15%
18,056
+391
142
$730K 0.15%
1,062
-226
143
$725K 0.15%
132,457
-1,243
144
$719K 0.14%
33,343
+2,142
145
$717K 0.14%
1,530
+31
146
$715K 0.14%
19,716
+466
147
$709K 0.14%
20,902
+1,291
148
$707K 0.14%
1,875
149
$706K 0.14%
2,377
+18
150
$693K 0.14%
4,550
-531
4 5
6
7 8