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
$613M
AUM Growth
+$56.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$2.54M
3
+$2.33M
4
AMGN icon
Amgen
AMGN
+$2.28M
5
PHM icon
Pultegroup
PHM
+$2.24M

Top Sells

1
+$2.77M
2
+$2.41M
3
+$2.14M
4
MET icon
MetLife
MET
+$2.08M
5
LLY icon
Eli Lilly
LLY
+$1.96M

Sector Composition

1 Technology 30.02%
2 Consumer Discretionary 9.94%
3 Healthcare 7.3%
4 Communication Services 6.01%
5 Industrials 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$654K 0.11%
10,589
+5,110
177
$649K 0.11%
5,697
-24,290
178
$648K 0.11%
8,311
+20
179
$644K 0.11%
4,948
-105
180
$640K 0.1%
2,949
-598
181
$638K 0.1%
1,176
+10
182
$630K 0.1%
19,567
-770
183
$615K 0.1%
10,854
+374
184
$603K 0.1%
4,998
-81
185
$600K 0.1%
65,103
+22,977
186
$595K 0.1%
54,185
-3,100
187
$593K 0.1%
4,625
-215
188
$585K 0.1%
12,385
+3,036
189
$581K 0.09%
12,204
-2,860
190
$580K 0.09%
3,553
-62
191
$580K 0.09%
12,326
-545
192
$580K 0.09%
6,632
-2,196
193
$575K 0.09%
7,324
-285
194
$568K 0.09%
5,165
+1,309
195
$566K 0.09%
2,144
-945
196
$565K 0.09%
3,178
+28
197
$564K 0.09%
3,998
-120
198
$564K 0.09%
+2,080
199
$563K 0.09%
79,741
+2,059
200
$562K 0.09%
9,980
-556
6 7
8
9 10