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
$193M
AUM Growth
-$3.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$1.03M
3
+$989K
4
ALK icon
Alaska Air
ALK
+$953K
5
ITW icon
Illinois Tool Works
ITW
+$936K

Top Sells

1
+$1.31M
2
+$1.21M
3
+$1.02M
4
JNJ icon
Johnson & Johnson
JNJ
+$952K
5
MMM icon
3M
MMM
+$938K

Sector Composition

1 Technology 13.82%
2 Industrials 12.41%
3 Consumer Discretionary 8.48%
4 Healthcare 7.74%
5 Consumer Staples 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$337K 0.18%
4,948
-249
152
$335K 0.17%
5,106
+652
153
$335K 0.17%
13,978
-1,483
154
$331K 0.17%
8,300
-1,888
155
$326K 0.17%
6,380
-260
156
$324K 0.17%
+7,997
157
$323K 0.17%
4,937
-331
158
$320K 0.17%
5,064
159
$309K 0.16%
2,906
-938
160
$308K 0.16%
3,513
+173
161
$306K 0.16%
8,794
-1,592
162
$306K 0.16%
7,364
-70
163
$306K 0.16%
2,554
-96
164
$305K 0.16%
3,868
-1,637
165
$300K 0.16%
15,968
-1,963
166
$299K 0.16%
6,688
-1,092
167
$295K 0.15%
3,889
+99
168
$294K 0.15%
18,880
+443
169
$293K 0.15%
7,814
-382
170
$291K 0.15%
2,155
+163
171
$290K 0.15%
+6,715
172
$287K 0.15%
2,771
-1
173
$285K 0.15%
29,735
-3,015
174
$284K 0.15%
3,931
-579
175
$282K 0.15%
5,762
+468
5 6
7
8 9