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
$216M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$969K
3
+$858K
4
MPC icon
Marathon Petroleum
MPC
+$853K
5
PEP icon
PepsiCo
PEP
+$755K

Top Sells

1
+$1.39M
2
+$1.31M
3
+$1.15M
4
PHM icon
Pultegroup
PHM
+$859K
5
UAL icon
United Airlines
UAL
+$728K

Sector Composition

1 Technology 14.09%
2 Industrials 11.31%
3 Consumer Discretionary 9.64%
4 Healthcare 8.5%
5 Financials 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$309K 0.14%
4,301
-483
177
$308K 0.14%
1,963
-362
178
$307K 0.14%
1,743
-417
179
$305K 0.14%
4,998
+225
180
$305K 0.14%
20,130
+3,300
181
$303K 0.14%
3,349
-579
182
$301K 0.14%
5,427
+1,789
183
$301K 0.14%
4,232
+75
184
$296K 0.14%
+2,751
185
$291K 0.13%
47,041
-4,201
186
$290K 0.13%
5,682
+611
187
$290K 0.13%
146
+8
188
$288K 0.13%
16,092
-1,078
189
$287K 0.13%
5,128
+78
190
$283K 0.13%
3,159
-126
191
$282K 0.13%
+8,824
192
$280K 0.13%
3,734
-1,868
193
$275K 0.13%
14,631
+456
194
$275K 0.13%
3,558
+467
195
$274K 0.13%
6,148
-383
196
$264K 0.12%
3,570
+851
197
$264K 0.12%
3,343
-140
198
$260K 0.12%
5,385
-132
199
$260K 0.12%
3,302
200
$260K 0.12%
1,382
+209
6 7
8
9 10