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
$455M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$959K
2
+$947K
3
+$790K
4
MP icon
MP Materials
MP
+$729K
5
AER icon
AerCap
AER
+$707K

Top Sells

1
+$2.06M
2
+$1.25M
3
+$1.09M
4
LUV icon
Southwest Airlines
LUV
+$820K
5
ABB
ABB Ltd
ABB
+$818K

Sector Composition

1 Technology 27.73%
2 Consumer Discretionary 10.92%
3 Healthcare 7.45%
4 Industrials 6.69%
5 Communication Services 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$464K 0.1%
1,223
-32
202
$461K 0.1%
5,778
-3,032
203
$454K 0.1%
1,118
-819
204
$445K 0.1%
4,892
205
$445K 0.1%
25,660
+74
206
$445K 0.1%
5,290
-272
207
$441K 0.1%
2,473
-80
208
$432K 0.09%
8,245
-45
209
$419K 0.09%
2,497
+645
210
$412K 0.09%
7,771
-2,807
211
$401K 0.09%
17,109
+959
212
$393K 0.09%
2,966
+775
213
$390K 0.09%
16,081
+665
214
$388K 0.09%
6,453
+92
215
$384K 0.08%
861
216
$384K 0.08%
3,364
-91
217
$382K 0.08%
29,377
+3,960
218
$382K 0.08%
+1,135
219
$382K 0.08%
5,888
-734
220
$379K 0.08%
4,945
-1,228
221
$378K 0.08%
6,301
+309
222
$376K 0.08%
8,312
-25
223
$375K 0.08%
9,395
-240
224
$369K 0.08%
2,584
-30
225
$366K 0.08%
1,658
-130
7 8
9
10 11