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
$613M
AUM Growth
+$56.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$2.54M
3
+$2.33M
4
AMGN icon
Amgen
AMGN
+$2.28M
5
PHM icon
Pultegroup
PHM
+$2.24M

Top Sells

1
+$2.77M
2
+$2.41M
3
+$2.14M
4
MET icon
MetLife
MET
+$2.08M
5
LLY icon
Eli Lilly
LLY
+$1.96M

Sector Composition

1 Technology 30.02%
2 Consumer Discretionary 9.94%
3 Healthcare 7.3%
4 Communication Services 6.01%
5 Industrials 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$987K 0.16%
929
+23
127
$978K 0.16%
3,633
-46
128
$957K 0.16%
1,277
+51
129
$948K 0.15%
10,215
+91
130
$948K 0.15%
10,211
+3,766
131
$941K 0.15%
6,283
-971
132
$937K 0.15%
40,508
+2,190
133
$913K 0.15%
1,637
+95
134
$912K 0.15%
78,340
+8,641
135
$911K 0.15%
61,210
+4,420
136
$909K 0.15%
17,219
+1,335
137
$902K 0.15%
5,295
+209
138
$901K 0.15%
32,600
+1,165
139
$901K 0.15%
31,424
+2,935
140
$898K 0.15%
42,996
-3,107
141
$895K 0.15%
11,813
+205
142
$884K 0.14%
19,043
+747
143
$880K 0.14%
1,321
-278
144
$868K 0.14%
165,296
+114,496
145
$836K 0.14%
18,579
+163
146
$830K 0.14%
8,557
-624
147
$826K 0.13%
7,489
+459
148
$822K 0.13%
10,156
+6,506
149
$803K 0.13%
1,858
-120
150
$801K 0.13%
4,072
-51
4 5
6
7 8