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
$196M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$9.04M
2
+$4.9M
3
+$4.15M
4
CVX icon
Chevron
CVX
+$3.6M
5
BA icon
Boeing
BA
+$3.56M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.7%
2 Industrials 12.17%
3 Healthcare 8.54%
4 Consumer Staples 8.51%
5 Consumer Discretionary 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$352K 0.18%
+5,742
152
$347K 0.18%
+6,734
153
$347K 0.18%
+6,640
154
$339K 0.17%
+4,510
155
$337K 0.17%
+5,268
156
$328K 0.17%
+5,064
157
$323K 0.16%
+18,437
158
$321K 0.16%
+6,108
159
$318K 0.16%
+5,371
160
$315K 0.16%
+8,196
161
$312K 0.16%
+5,184
162
$310K 0.16%
+2,538
163
$309K 0.16%
+1,261
164
$307K 0.16%
+4,509
165
$303K 0.15%
+2,904
166
$302K 0.15%
+2,650
167
$300K 0.15%
+16,290
168
$299K 0.15%
+3,741
169
$298K 0.15%
+8,757
170
$297K 0.15%
+1,336
171
$297K 0.15%
+2,333
172
$296K 0.15%
+4,454
173
$295K 0.15%
+2,772
174
$294K 0.15%
+4,390
175
$294K 0.15%
+32,750
5 6
7
8 9