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
$216M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$969K
3
+$858K
4
MPC icon
Marathon Petroleum
MPC
+$853K
5
PEP icon
PepsiCo
PEP
+$755K

Top Sells

1
+$1.39M
2
+$1.31M
3
+$1.15M
4
PHM icon
Pultegroup
PHM
+$859K
5
UAL icon
United Airlines
UAL
+$728K

Sector Composition

1 Technology 14.09%
2 Industrials 11.31%
3 Consumer Discretionary 9.64%
4 Healthcare 8.5%
5 Financials 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$428K 0.2%
2,838
-9,202
152
$414K 0.19%
2,573
153
$407K 0.19%
25,454
-1,366
154
$405K 0.19%
11,430
-3,952
155
$396K 0.18%
8,909
-1,201
156
$394K 0.18%
7,728
+1,829
157
$391K 0.18%
5,137
-200
158
$389K 0.18%
3,904
+6
159
$385K 0.18%
2,715
-201
160
$384K 0.18%
3,342
+98
161
$374K 0.17%
10,219
+422
162
$372K 0.17%
4,938
+1
163
$371K 0.17%
6,788
+98
164
$369K 0.17%
15,609
-3,255
165
$365K 0.17%
932
-5
166
$361K 0.17%
5,988
+1,209
167
$349K 0.16%
2,840
+54
168
$345K 0.16%
7,846
+87
169
$345K 0.16%
3,433
-476
170
$335K 0.15%
22,569
-3,003
171
$333K 0.15%
2,794
+109
172
$317K 0.15%
1,469
-512
173
$313K 0.14%
1,367
-188
174
$312K 0.14%
4,096
-2,314
175
$312K 0.14%
6,668
-490
5 6
7
8 9