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
$430M
AUM Growth
+$4.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$753K
3
+$727K
4
CMI icon
Cummins
CMI
+$441K
5
EG icon
Everest Group
EG
+$366K

Top Sells

1
+$1.2M
2
+$680K
3
+$660K
4
AMAT icon
Applied Materials
AMAT
+$651K
5
SGI
Somnigroup International
SGI
+$604K

Sector Composition

1 Technology 26.23%
2 Consumer Discretionary 9.59%
3 Healthcare 7.99%
4 Industrials 6.81%
5 Communication Services 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$536K 0.12%
22,632
+2,594
177
$536K 0.12%
10,578
+185
178
$527K 0.12%
3,306
-88
179
$526K 0.12%
5,491
+35
180
$526K 0.12%
1,523
+1
181
$520K 0.12%
3,634
+1,159
182
$520K 0.12%
44,628
+2,707
183
$517K 0.12%
17,903
+17
184
$515K 0.12%
5,252
-446
185
$515K 0.12%
2,249
-31
186
$508K 0.12%
8,824
-53
187
$507K 0.12%
22,044
+3,680
188
$501K 0.12%
4,375
+324
189
$482K 0.11%
1,994
-21
190
$475K 0.11%
33,390
-5,925
191
$475K 0.11%
3,400
-393
192
$474K 0.11%
2,094
+235
193
$468K 0.11%
4,892
194
$468K 0.11%
2,553
-69
195
$462K 0.11%
3,062
+31
196
$459K 0.11%
6,173
+1,316
197
$457K 0.11%
1,255
-324
198
$455K 0.11%
2,729
-195
199
$454K 0.11%
6,622
+41
200
$454K 0.11%
7,520
-144
6 7
8
9 10