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
$628M
AUM Growth
-$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$2.24M
3
+$1.78M
4
LAD icon
Lithia Motors
LAD
+$1.65M
5
INTC icon
Intel
INTC
+$1.61M

Top Sells

1
+$2.88M
2
+$2.15M
3
+$1.91M
4
FLS icon
Flowserve
FLS
+$705K
5
PWR icon
Quanta Services
PWR
+$704K

Sector Composition

1 Technology 26.53%
2 Consumer Discretionary 8.77%
3 Healthcare 7.44%
4 Financials 6.64%
5 Communication Services 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.07M 0.17%
8,078
-293
127
$1.06M 0.17%
+13,670
128
$1.06M 0.17%
41,671
+5,657
129
$1.05M 0.17%
21,717
+1,624
130
$1.05M 0.17%
4,728
+1,178
131
$1.04M 0.17%
43,047
+150
132
$1.03M 0.16%
30,871
-705
133
$1.03M 0.16%
4,724
+48
134
$1.02M 0.16%
29,271
+5,624
135
$1.02M 0.16%
3,596
-2,084
136
$1M 0.16%
36,652
+2,067
137
$999K 0.16%
22,739
+233
138
$988K 0.16%
+6,921
139
$978K 0.16%
792
+595
140
$976K 0.16%
16,329
+8,249
141
$974K 0.16%
22,343
-669
142
$969K 0.15%
3,603
+215
143
$967K 0.15%
6,585
+47
144
$950K 0.15%
63,795
+5,502
145
$916K 0.15%
3,238
-125
146
$911K 0.15%
24,352
+1,571
147
$906K 0.14%
2,443
-62
148
$903K 0.14%
18,708
+12,929
149
$901K 0.14%
5,878
+3,188
150
$895K 0.14%
1,593
-30
4 5
6
7 8