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
$392M
AUM Growth
-$66.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
405
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$549K
3
+$440K
4
TSLA icon
Tesla
TSLA
+$408K
5
PCAR icon
PACCAR
PCAR
+$403K

Top Sells

1
+$2.22M
2
+$578K
3
+$451K
4
CC icon
Chemours
CC
+$420K
5
ORLY icon
O'Reilly Automotive
ORLY
+$406K

Sector Composition

1 Technology 24.69%
2 Consumer Discretionary 10.73%
3 Healthcare 9.08%
4 Industrials 6.4%
5 Communication Services 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$518K 0.13%
5,327
152
$512K 0.13%
6,951
-178
153
$512K 0.13%
2,023
-70
154
$504K 0.13%
17,316
-234
155
$503K 0.13%
20,507
+1,065
156
$498K 0.13%
6,201
-110
157
$494K 0.13%
7,483
+425
158
$491K 0.13%
16,718
+2,032
159
$486K 0.12%
10,077
+1,162
160
$485K 0.12%
3,154
-34
161
$477K 0.12%
5,110
-632
162
$472K 0.12%
7,155
-290
163
$463K 0.12%
13,689
-2,008
164
$459K 0.12%
10,055
-325
165
$458K 0.12%
18,907
+487
166
$446K 0.11%
9,292
+465
167
$443K 0.11%
8,092
-1,270
168
$442K 0.11%
2,455
-256
169
$438K 0.11%
3,671
-2
170
$435K 0.11%
1,773
-4
171
$431K 0.11%
9,885
-3,316
172
$430K 0.11%
3,749
-428
173
$430K 0.11%
7,810
+1,230
174
$425K 0.11%
11,710
-190
175
$424K 0.11%
3,945
-134
5 6
7
8 9