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
$458M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$1.18M
3
+$990K
4
TWLO icon
Twilio
TWLO
+$675K
5
CLF icon
Cleveland-Cliffs
CLF
+$544K

Top Sells

1
+$2.62M
2
+$978K
3
+$503K
4
CVX icon
Chevron
CVX
+$464K
5
MO icon
Altria Group
MO
+$436K

Sector Composition

1 Technology 24.98%
2 Consumer Discretionary 11.45%
3 Healthcare 8.37%
4 Industrials 6.3%
5 Communication Services 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$610K 0.13%
7,821
-562
152
$604K 0.13%
6,311
+35
153
$599K 0.13%
15,697
-984
154
$587K 0.13%
18,220
-648
155
$578K 0.13%
2,483
+30
156
$574K 0.13%
3,349
+37
157
$573K 0.13%
19,442
+525
158
$571K 0.12%
12,016
-745
159
$570K 0.12%
2,484
+758
160
$567K 0.12%
918
-2
161
$566K 0.12%
1,906
-158
162
$565K 0.12%
11,043
-270
163
$558K 0.12%
2,405
-11
164
$556K 0.12%
8,172
-310
165
$544K 0.12%
+17,319
166
$537K 0.12%
8,246
-220
167
$534K 0.12%
2,093
-7
168
$532K 0.12%
5,694
+69
169
$532K 0.12%
4,008
-87
170
$527K 0.12%
4,153
171
$522K 0.11%
5,327
172
$521K 0.11%
14,760
-634
173
$517K 0.11%
2,538
-671
174
$508K 0.11%
7,445
-517
175
$498K 0.11%
3,188
+619
5 6
7
8 9