1WA

180 Wealth Advisors Portfolio holdings

AUM $878M
1-Year Est. Return 37.53%
This Quarter Est. Return
1 Year Est. Return
+37.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193M
AUM Growth
-$3.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$1.03M
3
+$989K
4
ALK icon
Alaska Air
ALK
+$953K
5
ITW icon
Illinois Tool Works
ITW
+$936K

Top Sells

1
+$1.31M
2
+$1.21M
3
+$1.02M
4
JNJ icon
Johnson & Johnson
JNJ
+$952K
5
MMM icon
3M
MMM
+$938K

Sector Composition

1 Technology 13.82%
2 Industrials 12.41%
3 Consumer Discretionary 8.48%
4 Healthcare 7.74%
5 Consumer Staples 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$242K 0.13%
5,371
202
$238K 0.12%
+1,830
203
$236K 0.12%
4,434
-1,674
204
$234K 0.12%
3,094
-647
205
$233K 0.12%
3,950
+330
206
$233K 0.12%
4,418
+139
207
$230K 0.12%
+7,731
208
$226K 0.12%
5,512
+272
209
$225K 0.12%
5,242
-701
210
$225K 0.12%
13,409
-340
211
$222K 0.12%
13,237
+1,039
212
$221K 0.11%
407
-35
213
$221K 0.11%
2,093
+96
214
$221K 0.11%
3,441
-194
215
$219K 0.11%
9,982
-361
216
$217K 0.11%
4,148
217
$212K 0.11%
3,242
+340
218
$208K 0.11%
1,744
-336
219
$204K 0.11%
+4,345
220
$202K 0.1%
+3,028
221
$196K 0.1%
22,584
-867
222
$190K 0.1%
22,331
-4,943
223
$177K 0.09%
26,730
+8,832
224
$165K 0.09%
18,807
+93
225
$150K 0.08%
19,374
+193
7 8
9
10 11