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
$613M
AUM Growth
+$56.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$2.54M
3
+$2.33M
4
AMGN icon
Amgen
AMGN
+$2.28M
5
PHM icon
Pultegroup
PHM
+$2.24M

Top Sells

1
+$2.77M
2
+$2.41M
3
+$2.14M
4
MET icon
MetLife
MET
+$2.08M
5
LLY icon
Eli Lilly
LLY
+$1.96M

Sector Composition

1 Technology 30.02%
2 Consumer Discretionary 9.94%
3 Healthcare 7.3%
4 Communication Services 6.01%
5 Industrials 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$559K 0.09%
21,244
-2,767
202
$556K 0.09%
1,298
-28
203
$554K 0.09%
6,769
-343
204
$552K 0.09%
2,405
-92
205
$548K 0.09%
2,151
-193
206
$539K 0.09%
17,922
+706
207
$535K 0.09%
+3,646
208
$529K 0.09%
8,820
+1,120
209
$529K 0.09%
951
-1
210
$521K 0.09%
5,396
-11,653
211
$520K 0.08%
18,175
-2,382
212
$518K 0.08%
2,320
-13
213
$516K 0.08%
8,181
+146
214
$512K 0.08%
2,804
+11
215
$509K 0.08%
1,708
+249
216
$504K 0.08%
68,347
+10,826
217
$494K 0.08%
17,755
-4,745
218
$487K 0.08%
876
-216
219
$486K 0.08%
7,698
-1,340
220
$484K 0.08%
8,090
-134
221
$483K 0.08%
103,306
+10,413
222
$483K 0.08%
9,056
+435
223
$480K 0.08%
1,949
-10
224
$476K 0.08%
6,192
+571
225
$476K 0.08%
13,986
-5,483
7 8
9
10 11