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
$251M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$992K
3
+$989K
4
ATO icon
Atmos Energy
ATO
+$934K
5
BMY icon
Bristol-Myers Squibb
BMY
+$736K

Top Sells

1
+$707K
2
+$628K
3
+$609K
4
DRI icon
Darden Restaurants
DRI
+$608K
5
PG icon
Procter & Gamble
PG
+$601K

Sector Composition

1 Technology 16.34%
2 Consumer Discretionary 9.28%
3 Industrials 8.38%
4 Healthcare 7.46%
5 Financials 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$299K 0.12%
787
-93
202
$295K 0.12%
3,899
-331
203
$293K 0.12%
3,003
+369
204
$291K 0.12%
+10,197
205
$290K 0.12%
5,649
-349
206
$289K 0.12%
7,649
+2,066
207
$285K 0.11%
5,399
-2,556
208
$285K 0.11%
3,372
209
$283K 0.11%
7,317
-1,636
210
$282K 0.11%
5,499
-451
211
$269K 0.11%
+1,505
212
$268K 0.11%
1,793
-150
213
$263K 0.1%
2,561
214
$263K 0.1%
3,327
215
$263K 0.1%
+3,013
216
$260K 0.1%
11,700
-335
217
$258K 0.1%
3,253
-1,894
218
$258K 0.1%
9,982
219
$256K 0.1%
4,905
-541
220
$254K 0.1%
6,006
+40
221
$254K 0.1%
1,691
222
$250K 0.1%
1,027
-475
223
$249K 0.1%
1,896
-32
224
$247K 0.1%
2,670
-4
225
$245K 0.1%
1,552
7 8
9
10 11