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
$251M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$992K
3
+$989K
4
ATO icon
Atmos Energy
ATO
+$934K
5
BMY icon
Bristol-Myers Squibb
BMY
+$736K

Top Sells

1
+$707K
2
+$628K
3
+$609K
4
DRI icon
Darden Restaurants
DRI
+$608K
5
PG icon
Procter & Gamble
PG
+$601K

Sector Composition

1 Technology 16.34%
2 Consumer Discretionary 9.28%
3 Industrials 8.38%
4 Healthcare 7.46%
5 Financials 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$353K 0.14%
3,658
-3,942
177
$350K 0.14%
2,790
-351
178
$349K 0.14%
3,944
+228
179
$349K 0.14%
2,987
-3,152
180
$349K 0.14%
1,599
-122
181
$339K 0.14%
9,563
+2,736
182
$338K 0.13%
3,770
+26
183
$337K 0.13%
927
-211
184
$337K 0.13%
1,761
-86
185
$335K 0.13%
1,683
-126
186
$335K 0.13%
5,033
-67
187
$333K 0.13%
8,059
-5,165
188
$325K 0.13%
1,125
-97
189
$324K 0.13%
10,398
+1,094
190
$323K 0.13%
5,777
-128
191
$322K 0.13%
+5,200
192
$322K 0.13%
+5,811
193
$321K 0.13%
+1,362
194
$312K 0.12%
7,611
-241
195
$308K 0.12%
5,766
196
$308K 0.12%
2,549
-1,761
197
$307K 0.12%
2,612
-223
198
$306K 0.12%
+2,035
199
$302K 0.12%
5,194
-245
200
$301K 0.12%
2,088
-1,611
6 7
8
9 10