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
$193M
AUM Growth
-$3.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$1.03M
3
+$989K
4
ALK icon
Alaska Air
ALK
+$953K
5
ITW icon
Illinois Tool Works
ITW
+$936K

Top Sells

1
+$1.31M
2
+$1.21M
3
+$1.02M
4
JNJ icon
Johnson & Johnson
JNJ
+$952K
5
MMM icon
3M
MMM
+$938K

Sector Composition

1 Technology 13.82%
2 Industrials 12.41%
3 Consumer Discretionary 8.48%
4 Healthcare 7.74%
5 Consumer Staples 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$281K 0.15%
1,572
+100
177
$279K 0.14%
138
-9
178
$279K 0.14%
6,308
-849
179
$278K 0.14%
2,028
+300
180
$276K 0.14%
3,227
+288
181
$270K 0.14%
6,463
+348
182
$270K 0.14%
2,847
+6
183
$270K 0.14%
10,460
+882
184
$267K 0.14%
7,706
-1,051
185
$267K 0.14%
2,974
+70
186
$266K 0.14%
3,326
+486
187
$259K 0.13%
20,852
-2,125
188
$258K 0.13%
+1,158
189
$258K 0.13%
4,981
+275
190
$258K 0.13%
+4,207
191
$256K 0.13%
+3,202
192
$255K 0.13%
1,732
193
$255K 0.13%
6,236
-392
194
$255K 0.13%
3,008
-137
195
$254K 0.13%
4,299
-60
196
$253K 0.13%
8,993
+980
197
$251K 0.13%
3,324
+559
198
$247K 0.13%
4,286
-104
199
$245K 0.13%
5,869
+100
200
$243K 0.13%
950
-386
6 7
8
9 10