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
$500M
AUM Growth
+$55.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$2.47M
3
+$2.18M
4
PEP icon
PepsiCo
PEP
+$2.07M
5
TSCO icon
Tractor Supply
TSCO
+$1.98M

Top Sells

1
+$2.35M
2
+$2.04M
3
+$1.86M
4
TEL icon
TE Connectivity
TEL
+$1.78M
5
NOC icon
Northrop Grumman
NOC
+$1.75M

Sector Composition

1 Technology 28.34%
2 Consumer Discretionary 10.48%
3 Healthcare 6.8%
4 Communication Services 6.08%
5 Industrials 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$690K 0.14%
28,380
+3,594
152
$687K 0.14%
9,093
+333
153
$681K 0.14%
58,683
+6,509
154
$678K 0.14%
14,306
-439
155
$678K 0.14%
46,087
+29,189
156
$677K 0.14%
7,216
-321
157
$675K 0.14%
6,268
+293
158
$674K 0.13%
19,383
+828
159
$674K 0.13%
17,152
+1,635
160
$664K 0.13%
2,268
-14
161
$662K 0.13%
5,445
-148
162
$655K 0.13%
913
-3
163
$646K 0.13%
6,326
-174
164
$644K 0.13%
1,184
-2,945
165
$644K 0.13%
3,672
-31
166
$643K 0.13%
14,023
+35
167
$640K 0.13%
3,257
+2
168
$633K 0.13%
58,710
+16,040
169
$627K 0.13%
4,112
+827
170
$625K 0.13%
9,361
-16,566
171
$625K 0.13%
18,412
+76
172
$624K 0.12%
3,463
+163
173
$606K 0.12%
6,480
-170
174
$604K 0.12%
1,431
-48
175
$602K 0.12%
9,139
+97
5 6
7
8 9