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
$216M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$969K
3
+$858K
4
MPC icon
Marathon Petroleum
MPC
+$853K
5
PEP icon
PepsiCo
PEP
+$755K

Top Sells

1
+$1.39M
2
+$1.31M
3
+$1.15M
4
PHM icon
Pultegroup
PHM
+$859K
5
UAL icon
United Airlines
UAL
+$728K

Sector Composition

1 Technology 14.09%
2 Industrials 11.31%
3 Consumer Discretionary 9.64%
4 Healthcare 8.5%
5 Financials 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$258K 0.12%
+2,834
202
$258K 0.12%
27,904
-4,472
203
$256K 0.12%
1,677
+26
204
$254K 0.12%
+4,043
205
$254K 0.12%
5,163
+1,045
206
$253K 0.12%
+1,732
207
$252K 0.12%
+10,000
208
$249K 0.12%
19,231
+3,803
209
$247K 0.11%
1,430
-486
210
$247K 0.11%
9,993
+507
211
$246K 0.11%
+3,293
212
$245K 0.11%
3,327
-37
213
$245K 0.11%
9,982
214
$244K 0.11%
9,050
+555
215
$242K 0.11%
+2,517
216
$240K 0.11%
16,037
-1,405
217
$237K 0.11%
2,835
-89
218
$237K 0.11%
2,800
219
$236K 0.11%
2,660
-180
220
$235K 0.11%
128,156
+39,692
221
$234K 0.11%
+3,248
222
$231K 0.11%
5,371
223
$230K 0.11%
5,011
-662
224
$228K 0.11%
5,869
225
$227K 0.1%
+2,900
7 8
9
10 11