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
$392M
AUM Growth
-$66.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
405
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$549K
3
+$440K
4
TSLA icon
Tesla
TSLA
+$408K
5
PCAR icon
PACCAR
PCAR
+$403K

Top Sells

1
+$2.22M
2
+$578K
3
+$451K
4
CC icon
Chemours
CC
+$420K
5
ORLY icon
O'Reilly Automotive
ORLY
+$406K

Sector Composition

1 Technology 24.69%
2 Consumer Discretionary 10.73%
3 Healthcare 9.08%
4 Industrials 6.4%
5 Communication Services 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$375K 0.1%
27,140
202
$375K 0.1%
8,818
+1,288
203
$374K 0.1%
18,093
+2,258
204
$371K 0.09%
9,501
-978
205
$370K 0.09%
2,935
+21
206
$369K 0.09%
1,848
-20
207
$368K 0.09%
2,173
-615
208
$368K 0.09%
8,772
+476
209
$367K 0.09%
11,959
+3,990
210
$367K 0.09%
2,133
-203
211
$361K 0.09%
3,965
+318
212
$360K 0.09%
+3,742
213
$359K 0.09%
7,659
-162
214
$357K 0.09%
+44
215
$352K 0.09%
6,894
+410
216
$351K 0.09%
+3,247
217
$350K 0.09%
7,276
+62
218
$348K 0.09%
95,247
-3,488
219
$348K 0.09%
6,568
-39
220
$347K 0.09%
5,801
+1,364
221
$346K 0.09%
4,769
+371
222
$346K 0.09%
8,680
+111
223
$345K 0.09%
4,431
-361
224
$344K 0.09%
21,859
+4,540
225
$343K 0.09%
12,368
+550
7 8
9
10 11