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
$500M
AUM Growth
+$55.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$2.47M
3
+$2.18M
4
PEP icon
PepsiCo
PEP
+$2.07M
5
TSCO icon
Tractor Supply
TSCO
+$1.98M

Top Sells

1
+$2.35M
2
+$2.04M
3
+$1.86M
4
TEL icon
TE Connectivity
TEL
+$1.78M
5
NOC icon
Northrop Grumman
NOC
+$1.75M

Sector Composition

1 Technology 28.34%
2 Consumer Discretionary 10.48%
3 Healthcare 6.8%
4 Communication Services 6.08%
5 Industrials 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$597K 0.12%
19,387
-1,070
177
$591K 0.12%
1,988
-87
178
$587K 0.12%
3,131
+68
179
$573K 0.11%
31,765
+7,573
180
$562K 0.11%
1,113
-166
181
$559K 0.11%
6,899
+25
182
$559K 0.11%
2,673
+330
183
$559K 0.11%
2,556
-10,756
184
$552K 0.11%
65,604
+3,586
185
$551K 0.11%
13,543
-150
186
$549K 0.11%
34,935
-5,170
187
$544K 0.11%
19,496
-230
188
$542K 0.11%
7,923
+1,551
189
$541K 0.11%
13,007
-130
190
$540K 0.11%
44,380
-1,476
191
$538K 0.11%
9,256
+48
192
$537K 0.11%
5,042
-346
193
$534K 0.11%
11,731
+312
194
$527K 0.11%
14,654
-3,842
195
$526K 0.11%
89,375
+13,302
196
$518K 0.1%
18,016
-892
197
$512K 0.1%
76,437
+2,393
198
$507K 0.1%
25,258
-515
199
$505K 0.1%
3,356
-74
200
$501K 0.1%
2,398
-996
6 7
8
9 10