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
$196M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$9.04M
2
+$4.9M
3
+$4.15M
4
CVX icon
Chevron
CVX
+$3.6M
5
BA icon
Boeing
BA
+$3.56M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.7%
2 Industrials 12.17%
3 Healthcare 8.54%
4 Consumer Staples 8.51%
5 Consumer Discretionary 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.04M 4.6%
+105,689
2
$4.9M 2.5%
+83,820
3
$4.15M 2.11%
+98,156
4
$3.6M 1.83%
+28,757
5
$3.56M 1.81%
+12,088
6
$3.36M 1.71%
+60,852
7
$3.18M 1.62%
+22,762
8
$3.13M 1.59%
+92,574
9
$2.96M 1.51%
+37,471
10
$2.93M 1.49%
+44,149
11
$2.92M 1.49%
+70,830
12
$2.85M 1.45%
+31,066
13
$2.82M 1.44%
+82,092
14
$2.48M 1.26%
+46,867
15
$2.4M 1.22%
+12,912
16
$2.34M 1.19%
+28,026
17
$2.31M 1.17%
+17,200
18
$2.28M 1.16%
+69,387
19
$2.28M 1.16%
+49,322
20
$2.15M 1.09%
+73,171
21
$2M 1.02%
+34,131
22
$1.94M 0.99%
+42,227
23
$1.88M 0.96%
+10,667
24
$1.88M 0.96%
+44,857
25
$1.78M 0.91%
+51,219
1
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