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
$500M
AUM Growth
+$55.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$2.47M
3
+$2.18M
4
PEP icon
PepsiCo
PEP
+$2.07M
5
TSCO icon
Tractor Supply
TSCO
+$1.98M

Top Sells

1
+$2.35M
2
+$2.04M
3
+$1.86M
4
TEL icon
TE Connectivity
TEL
+$1.78M
5
NOC icon
Northrop Grumman
NOC
+$1.75M

Sector Composition

1 Technology 28.34%
2 Consumer Discretionary 10.48%
3 Healthcare 6.8%
4 Communication Services 6.08%
5 Industrials 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$501K 0.1%
4,093
202
$496K 0.1%
10,823
-468
203
$491K 0.1%
8,205
+701
204
$483K 0.1%
6,465
+1,007
205
$478K 0.1%
3,251
+662
206
$473K 0.09%
17,373
+2,150
207
$466K 0.09%
2,917
+430
208
$462K 0.09%
2,423
209
$462K 0.09%
977
+345
210
$460K 0.09%
8,325
-275
211
$458K 0.09%
+18,755
212
$458K 0.09%
1,979
+275
213
$456K 0.09%
3,291
-1,281
214
$455K 0.09%
2,779
-150
215
$455K 0.09%
1,135
-99
216
$451K 0.09%
1,335
-187
217
$444K 0.09%
946
+85
218
$441K 0.09%
5,939
+48
219
$435K 0.09%
1,254
+576
220
$434K 0.09%
2,562
-575
221
$427K 0.09%
1,560
+74
222
$424K 0.08%
3,581
-50
223
$423K 0.08%
8,125
+1,539
224
$421K 0.08%
5,110
-404
225
$420K 0.08%
1,741
+122
7 8
9
10 11