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
$458M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$1.18M
3
+$990K
4
TWLO icon
Twilio
TWLO
+$675K
5
CLF icon
Cleveland-Cliffs
CLF
+$544K

Top Sells

1
+$2.62M
2
+$978K
3
+$503K
4
CVX icon
Chevron
CVX
+$464K
5
MO icon
Altria Group
MO
+$436K

Sector Composition

1 Technology 24.98%
2 Consumer Discretionary 11.45%
3 Healthcare 8.37%
4 Industrials 6.3%
5 Communication Services 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$439K 0.1%
+7,182
202
$436K 0.1%
5,825
+116
203
$432K 0.09%
25,701
+2,330
204
$424K 0.09%
1,333
+11
205
$420K 0.09%
11,881
+1,603
206
$419K 0.09%
6,210
+11
207
$417K 0.09%
+7,214
208
$417K 0.09%
4,792
-201
209
$416K 0.09%
23,305
+65
210
$415K 0.09%
6,580
-138
211
$414K 0.09%
5,691
+187
212
$410K 0.09%
2,336
+56
213
$409K 0.09%
2,804
+118
214
$408K 0.09%
8,618
+76
215
$407K 0.09%
792
+20
216
$405K 0.09%
4,072
+340
217
$405K 0.09%
2,914
+337
218
$404K 0.09%
8,296
+307
219
$402K 0.09%
2,205
+67
220
$402K 0.09%
7,058
+266
221
$399K 0.09%
14,686
+2,631
222
$398K 0.09%
12,271
+3,896
223
$395K 0.09%
14,449
+67
224
$390K 0.09%
19,777
+75
225
$389K 0.08%
849
7 8
9
10 11