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
$196M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$9.04M
2
+$4.9M
3
+$4.15M
4
CVX icon
Chevron
CVX
+$3.6M
5
BA icon
Boeing
BA
+$3.56M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.7%
2 Industrials 12.17%
3 Healthcare 8.54%
4 Consumer Staples 8.51%
5 Consumer Discretionary 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$285K 0.15%
+5,943
177
$281K 0.14%
+4,279
178
$280K 0.14%
+2,841
179
$279K 0.14%
+3,790
180
$277K 0.14%
+22,977
181
$275K 0.14%
+3,145
182
$273K 0.14%
+1,732
183
$268K 0.14%
+2,679
184
$267K 0.14%
+1,992
185
$260K 0.13%
+5,495
186
$259K 0.13%
+2,080
187
$259K 0.13%
+6,628
188
$258K 0.13%
+5,294
189
$256K 0.13%
+7,312
190
$255K 0.13%
+147
191
$253K 0.13%
+4,706
192
$251K 0.13%
+5,769
193
$248K 0.13%
+11,564
194
$245K 0.12%
+3,635
195
$245K 0.12%
+13,749
196
$245K 0.12%
+3,340
197
$244K 0.12%
+6,115
198
$244K 0.12%
+3,620
199
$241K 0.12%
+10,343
200
$239K 0.12%
+4,359
6 7
8
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