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
$430M
AUM Growth
+$4.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$753K
3
+$727K
4
CMI icon
Cummins
CMI
+$441K
5
EG icon
Everest Group
EG
+$366K

Top Sells

1
+$1.2M
2
+$680K
3
+$660K
4
AMAT icon
Applied Materials
AMAT
+$651K
5
SGI
Somnigroup International
SGI
+$604K

Sector Composition

1 Technology 26.23%
2 Consumer Discretionary 9.59%
3 Healthcare 7.99%
4 Industrials 6.81%
5 Communication Services 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$451K 0.1%
3,337
-68
202
$448K 0.1%
10,196
+396
203
$443K 0.1%
5,992
+554
204
$441K 0.1%
+1,846
205
$432K 0.1%
19,255
+1,878
206
$418K 0.1%
861
+6
207
$415K 0.1%
8,290
-5
208
$413K 0.1%
1,523
+394
209
$409K 0.1%
13,675
-209
210
$409K 0.1%
25,586
+259
211
$405K 0.09%
3,455
-125
212
$403K 0.09%
6,361
+94
213
$399K 0.09%
3,621
-180
214
$398K 0.09%
9,181
+367
215
$385K 0.09%
8,337
-49
216
$384K 0.09%
25,417
+6,647
217
$384K 0.09%
4,815
+265
218
$378K 0.09%
25,619
-843
219
$377K 0.09%
1,788
220
$377K 0.09%
6,383
-168
221
$375K 0.09%
2,782
+60
222
$375K 0.09%
16,150
+1,720
223
$374K 0.09%
3,329
-9
224
$373K 0.09%
8,119
+716
225
$371K 0.09%
1,914
-73
7 8
9
10 11