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
$821M
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1
+$4.78M
2
+$1.67M
3
+$1.56M
4
MSFT icon
Microsoft
MSFT
+$1.38M
5
KR icon
Kroger
KR
+$1.31M

Top Sells

1
+$1.32M
2
+$1.2M
3
+$897K
4
OC icon
Owens Corning
OC
+$782K
5
UAL icon
United Airlines
UAL
+$781K

Sector Composition

1 Technology 29.42%
2 Consumer Discretionary 8.55%
3 Healthcare 7.14%
4 Financials 5.87%
5 Communication Services 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ANF icon
201
Abercrombie & Fitch
ANF
$4.49B
$768K 0.09%
8,973
+6,126
ETSY icon
202
Etsy
ETSY
$5.35B
$762K 0.09%
11,477
-127
UBER icon
203
Uber
UBER
$182B
$756K 0.09%
7,715
-418
LULU icon
204
lululemon athletica
LULU
$21.8B
$749K 0.09%
4,210
+1,167
CGGO icon
205
Capital Group Global Growth Equity ETF
CGGO
$7.84B
$743K 0.09%
21,748
+1,176
BMY icon
206
Bristol-Myers Squibb
BMY
$100B
$741K 0.09%
16,437
+422
MBB icon
207
iShares MBS ETF
MBB
$39.4B
$735K 0.09%
7,723
+646
VST icon
208
Vistra
VST
$60.6B
$729K 0.09%
3,721
-620
FLS icon
209
Flowserve
FLS
$9.07B
$724K 0.09%
+13,629
NVO icon
210
Novo Nordisk
NVO
$219B
$719K 0.09%
12,949
+7,457
TJX icon
211
TJX Companies
TJX
$169B
$712K 0.09%
4,926
-26
MRNA icon
212
Moderna
MRNA
$10.2B
$704K 0.09%
27,252
+3,324
KLAC icon
213
KLA
KLAC
$154B
$700K 0.09%
649
-6
MA icon
214
Mastercard
MA
$494B
$699K 0.09%
1,228
-8
RIO icon
215
Rio Tinto
RIO
$117B
$698K 0.09%
10,575
-806
PM icon
216
Philip Morris
PM
$245B
$698K 0.09%
4,303
+323
MTB icon
217
M&T Bank
MTB
$29.2B
$698K 0.09%
+3,531
MO icon
218
Altria Group
MO
$99.1B
$696K 0.08%
10,534
-1,319
NOC icon
219
Northrop Grumman
NOC
$81.7B
$695K 0.08%
1,141
-10
DAL icon
220
Delta Air Lines
DAL
$41.9B
$692K 0.08%
12,192
-9,867
TEL icon
221
TE Connectivity
TEL
$66.5B
$691K 0.08%
3,147
+1,681
UWMC icon
222
UWM Holdings
UWMC
$1.49B
$690K 0.08%
113,244
+5,422
VTV icon
223
Vanguard Value ETF
VTV
$153B
$688K 0.08%
3,689
-88
ATO icon
224
Atmos Energy
ATO
$28.5B
$675K 0.08%
3,951
+705
SWKS icon
225
Skyworks Solutions
SWKS
$9.81B
$670K 0.08%
8,709
-673
7 8
9
10 11