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
$455M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$959K
2
+$947K
3
+$790K
4
MP icon
MP Materials
MP
+$729K
5
AER icon
AerCap
AER
+$707K

Top Sells

1
+$2.06M
2
+$1.25M
3
+$1.09M
4
LUV icon
Southwest Airlines
LUV
+$820K
5
ABB
ABB Ltd
ABB
+$818K

Sector Composition

1 Technology 27.73%
2 Consumer Discretionary 10.92%
3 Healthcare 7.45%
4 Industrials 6.69%
5 Communication Services 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$661K 0.15%
+18,191
152
$647K 0.14%
1,880
153
$647K 0.14%
10,000
-31,900
154
$646K 0.14%
27,217
+5,173
155
$645K 0.14%
22,100
+122
156
$644K 0.14%
25,970
+3,352
157
$641K 0.14%
30,193
+1,712
158
$640K 0.14%
13,112
-4,077
159
$629K 0.14%
18,742
-343
160
$625K 0.14%
852
-34
161
$620K 0.14%
16,548
-1,209
162
$616K 0.14%
74,735
+2,114
163
$614K 0.13%
61,265
+4,213
164
$607K 0.13%
3,101
+372
165
$594K 0.13%
5,927
+193
166
$590K 0.13%
1,497
-32
167
$589K 0.13%
25,391
+1,359
168
$589K 0.13%
12,827
-11
169
$587K 0.13%
6,336
-91
170
$582K 0.13%
1,318
-205
171
$576K 0.13%
48,210
+3,582
172
$576K 0.13%
+3,957
173
$565K 0.12%
3,924
-855
174
$563K 0.12%
4,093
175
$563K 0.12%
5,330
-161
5 6
7
8 9