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
$251M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$992K
3
+$989K
4
ATO icon
Atmos Energy
ATO
+$934K
5
BMY icon
Bristol-Myers Squibb
BMY
+$736K

Top Sells

1
+$707K
2
+$628K
3
+$609K
4
DRI icon
Darden Restaurants
DRI
+$608K
5
PG icon
Procter & Gamble
PG
+$601K

Sector Composition

1 Technology 16.34%
2 Consumer Discretionary 9.28%
3 Industrials 8.38%
4 Healthcare 7.46%
5 Financials 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$414K 0.17%
14,175
-1,305
152
$412K 0.16%
28,790
-2,980
153
$409K 0.16%
2,445
-497
154
$403K 0.16%
5,109
-2,541
155
$399K 0.16%
7,079
+185
156
$397K 0.16%
7,064
+654
157
$395K 0.16%
+12,120
158
$393K 0.16%
3,629
-206
159
$392K 0.16%
6,623
-9
160
$391K 0.16%
4,810
+135
161
$389K 0.16%
4,064
-329
162
$385K 0.15%
+4,080
163
$380K 0.15%
+9,700
164
$376K 0.15%
2,697
+1,109
165
$375K 0.15%
2,066
+50
166
$370K 0.15%
3,074
-36
167
$369K 0.15%
1,229
-106
168
$368K 0.15%
11,186
+125
169
$368K 0.15%
3,867
170
$366K 0.15%
3,881
-3,145
171
$365K 0.15%
+15,600
172
$365K 0.15%
3,630
+3
173
$363K 0.14%
6,225
+235
174
$363K 0.14%
19,774
-1,731
175
$356K 0.14%
1,305
-199
5 6
7
8 9