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
$196M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$9.04M
2
+$4.9M
3
+$4.15M
4
CVX icon
Chevron
CVX
+$3.6M
5
BA icon
Boeing
BA
+$3.56M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.7%
2 Industrials 12.17%
3 Healthcare 8.54%
4 Consumer Staples 8.51%
5 Consumer Discretionary 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$237K 0.12%
+27,274
202
$237K 0.12%
+8,013
203
$235K 0.12%
+2,594
204
$234K 0.12%
+2,939
205
$230K 0.12%
+2,381
206
$229K 0.12%
+9,578
207
$228K 0.12%
+23,451
208
$227K 0.12%
+442
209
$225K 0.11%
+12,198
210
$224K 0.11%
+4,040
211
$224K 0.11%
+1,997
212
$223K 0.11%
+1,472
213
$223K 0.11%
+4,395
214
$222K 0.11%
+9,018
215
$220K 0.11%
+3,622
216
$219K 0.11%
+9,551
217
$218K 0.11%
+1,817
218
$217K 0.11%
+1,280
219
$214K 0.11%
+1,622
220
$213K 0.11%
+2,581
221
$213K 0.11%
+4,148
222
$212K 0.11%
+3,288
223
$211K 0.11%
+2,902
224
$211K 0.11%
+562
225
$210K 0.11%
+1,728
6 7 8
9
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