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
$430M
AUM Growth
+$4.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$753K
3
+$727K
4
CMI icon
Cummins
CMI
+$441K
5
EG icon
Everest Group
EG
+$366K

Top Sells

1
+$1.2M
2
+$680K
3
+$660K
4
AMAT icon
Applied Materials
AMAT
+$651K
5
SGI
Somnigroup International
SGI
+$604K

Sector Composition

1 Technology 26.23%
2 Consumer Discretionary 9.59%
3 Healthcare 7.99%
4 Industrials 6.81%
5 Communication Services 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$609K 0.14%
6,427
-165
152
$608K 0.14%
1,308
+156
153
$603K 0.14%
886
-6
154
$600K 0.14%
57,052
+4,823
155
$597K 0.14%
4,779
+168
156
$596K 0.14%
17,757
-1,360
157
$594K 0.14%
72,621
+2,270
158
$592K 0.14%
28,481
+1,854
159
$591K 0.14%
3,827
+85
160
$589K 0.14%
10,621
+2,164
161
$575K 0.13%
19,085
+952
162
$573K 0.13%
12,838
-166
163
$572K 0.13%
45,369
+116
164
$572K 0.13%
1,483
+27
165
$568K 0.13%
5,562
-71
166
$561K 0.13%
3,369
-168
167
$557K 0.13%
21,024
-767
168
$556K 0.13%
1,529
+199
169
$555K 0.13%
22,618
+2,139
170
$554K 0.13%
5,734
-64
171
$551K 0.13%
24,032
+170
172
$549K 0.13%
4,093
173
$545K 0.13%
8,785
-200
174
$538K 0.13%
2,885
-64
175
$537K 0.13%
4,552
-93
5 6
7
8 9