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
$628M
AUM Growth
-$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$2.24M
3
+$1.78M
4
LAD icon
Lithia Motors
LAD
+$1.65M
5
INTC icon
Intel
INTC
+$1.61M

Top Sells

1
+$2.88M
2
+$2.15M
3
+$1.91M
4
FLS icon
Flowserve
FLS
+$705K
5
PWR icon
Quanta Services
PWR
+$704K

Sector Composition

1 Technology 26.53%
2 Consumer Discretionary 8.77%
3 Healthcare 7.44%
4 Financials 6.64%
5 Communication Services 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$884K 0.14%
13,669
+8,330
152
$879K 0.14%
3,226
-82
153
$874K 0.14%
+8,187
154
$854K 0.14%
166,071
+8,900
155
$838K 0.13%
8,018
-41
156
$837K 0.13%
25,738
+4,608
157
$824K 0.13%
11,927
-3,389
158
$794K 0.13%
1,198
-15
159
$790K 0.13%
73,663
-2,942
160
$788K 0.13%
1,876
161
$785K 0.13%
11,240
+3
162
$781K 0.12%
10,718
-760
163
$781K 0.12%
50,586
+480
164
$773K 0.12%
2,343
-1,465
165
$772K 0.12%
31,776
+2,007
166
$749K 0.12%
15,866
+3
167
$741K 0.12%
74,289
+13,539
168
$741K 0.12%
1,933
+143
169
$740K 0.12%
12,321
+640
170
$732K 0.12%
17,549
+267
171
$731K 0.12%
1,334
-143
172
$728K 0.12%
231,098
+26,759
173
$727K 0.12%
3,853
-51
174
$725K 0.12%
17,643
-177
175
$725K 0.12%
12,074
-21
5 6
7
8 9