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
$613M
AUM Growth
+$56.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$2.54M
3
+$2.33M
4
AMGN icon
Amgen
AMGN
+$2.28M
5
PHM icon
Pultegroup
PHM
+$2.24M

Top Sells

1
+$2.77M
2
+$2.41M
3
+$2.14M
4
MET icon
MetLife
MET
+$2.08M
5
LLY icon
Eli Lilly
LLY
+$1.96M

Sector Composition

1 Technology 30.02%
2 Consumer Discretionary 9.94%
3 Healthcare 7.3%
4 Communication Services 6.01%
5 Industrials 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$792K 0.13%
4,750
-1,542
152
$783K 0.13%
+16,450
153
$774K 0.13%
18,508
-920
154
$761K 0.12%
22,047
-36
155
$758K 0.12%
3,580
-90
156
$752K 0.12%
145,407
+7,455
157
$746K 0.12%
1,876
158
$740K 0.12%
4,066
+469
159
$731K 0.12%
3,155
-41
160
$724K 0.12%
33,486
+141
161
$717K 0.12%
26,896
+2,366
162
$713K 0.12%
9,771
+494
163
$705K 0.12%
24,352
+3,384
164
$703K 0.11%
29,197
+105
165
$697K 0.11%
17,937
+1,483
166
$692K 0.11%
+15,368
167
$687K 0.11%
1,573
+116
168
$686K 0.11%
15,752
+8,458
169
$680K 0.11%
16,677
-526
170
$677K 0.11%
4,843
-1,706
171
$676K 0.11%
20,097
-175
172
$671K 0.11%
9,129
+3,338
173
$669K 0.11%
14,655
+808
174
$663K 0.11%
49,221
-1,926
175
$660K 0.11%
1,148
-295
5 6
7
8 9