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
$628M
AUM Growth
-$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$2.24M
3
+$1.78M
4
LAD icon
Lithia Motors
LAD
+$1.65M
5
INTC icon
Intel
INTC
+$1.61M

Top Sells

1
+$2.88M
2
+$2.15M
3
+$1.91M
4
FLS icon
Flowserve
FLS
+$705K
5
PWR icon
Quanta Services
PWR
+$704K

Sector Composition

1 Technology 26.53%
2 Consumer Discretionary 8.77%
3 Healthcare 7.44%
4 Financials 6.64%
5 Communication Services 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$719K 0.11%
20,985
-1,708
177
$716K 0.11%
29,341
-18,716
178
$710K 0.11%
24,264
-285
179
$709K 0.11%
15,492
+262
180
$705K 0.11%
32,166
-1,517
181
$701K 0.11%
28,409
+528
182
$693K 0.11%
7,390
-771
183
$679K 0.11%
9,267
-503
184
$676K 0.11%
23,864
+15
185
$668K 0.11%
21,280
+62
186
$660K 0.11%
23,286
+4,729
187
$656K 0.1%
2,278
-10
188
$651K 0.1%
36,402
-401
189
$647K 0.1%
3,132
-3
190
$643K 0.1%
16,376
+7,128
191
$643K 0.1%
+4,049
192
$641K 0.1%
18,362
+6,373
193
$641K 0.1%
16,407
+1,089
194
$639K 0.1%
2,114
+154
195
$630K 0.1%
6,247
+118
196
$627K 0.1%
9,704
+2,558
197
$620K 0.1%
5,092
-264
198
$614K 0.1%
9,954
+776
199
$612K 0.1%
3,717
+1
200
$610K 0.1%
15,753
+297
6 7
8
9 10