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
$392M
AUM Growth
-$66.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
405
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$549K
3
+$440K
4
TSLA icon
Tesla
TSLA
+$408K
5
PCAR icon
PACCAR
PCAR
+$403K

Top Sells

1
+$2.22M
2
+$578K
3
+$451K
4
CC icon
Chemours
CC
+$420K
5
ORLY icon
O'Reilly Automotive
ORLY
+$406K

Sector Composition

1 Technology 24.69%
2 Consumer Discretionary 10.73%
3 Healthcare 9.08%
4 Industrials 6.4%
5 Communication Services 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$423K 0.11%
2,370
-35
177
$423K 0.11%
28,129
+2,428
178
$419K 0.11%
2,429
-109
179
$417K 0.11%
927
+9
180
$414K 0.11%
1,154
+537
181
$414K 0.11%
1,572
-110
182
$413K 0.11%
13,760
+554
183
$411K 0.1%
17,584
-636
184
$410K 0.1%
5,840
+868
185
$407K 0.1%
7,518
+336
186
$407K 0.1%
849
187
$403K 0.1%
+7,293
188
$399K 0.1%
1,255
-2
189
$396K 0.1%
2,973
-25
190
$392K 0.1%
3,370
+78
191
$392K 0.1%
23,995
+690
192
$391K 0.1%
3,697
+66
193
$390K 0.1%
8,520
+20
194
$388K 0.1%
2,097
-412
195
$387K 0.1%
8,112
-506
196
$385K 0.1%
20,118
+1,580
197
$383K 0.1%
+2,079
198
$381K 0.1%
1,334
+1
199
$379K 0.1%
14,464
+2,193
200
$377K 0.1%
11,946
-70
6 7
8
9 10