1WA

180 Wealth Advisors Portfolio holdings

AUM $878M
1-Year Est. Return 37.53%
This Quarter Est. Return
1 Year Est. Return
+37.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$251M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$992K
3
+$989K
4
ATO icon
Atmos Energy
ATO
+$934K
5
BMY icon
Bristol-Myers Squibb
BMY
+$736K

Top Sells

1
+$707K
2
+$628K
3
+$609K
4
DRI icon
Darden Restaurants
DRI
+$608K
5
PG icon
Procter & Gamble
PG
+$601K

Sector Composition

1 Technology 16.34%
2 Consumer Discretionary 9.28%
3 Industrials 8.38%
4 Healthcare 7.46%
5 Financials 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.1M 7.23%
111,188
+11,947
2
$7.54M 3.01%
96,920
-352
3
$7.08M 2.82%
76,060
-520
4
$6.63M 2.64%
52,242
+1,390
5
$5.35M 2.13%
126,241
-1,499
6
$5.35M 2.13%
66,237
+5,327
7
$4.63M 1.85%
73,236
+1,959
8
$4.24M 1.69%
46,355
+6,507
9
$4.2M 1.68%
12,742
-864
10
$3.56M 1.42%
36,617
-612
11
$3.54M 1.41%
11,755
-156
12
$3.48M 1.39%
53,006
-1,570
13
$3.38M 1.35%
100,118
-768
14
$3.31M 1.32%
45,222
+265
15
$3.25M 1.3%
59,209
+1,113
16
$3.01M 1.2%
25,901
-2,423
17
$2.77M 1.11%
61,094
+4,955
18
$2.65M 1.06%
39,675
-180
19
$2.55M 1.02%
35,380
+80
20
$2.42M 0.96%
16,446
-591
21
$2.24M 0.89%
78,201
+2,189
22
$2.12M 0.85%
54,948
-2,437
23
$2M 0.8%
52,182
+2,700
24
$1.96M 0.78%
39,485
-3,189
25
$1.94M 0.77%
9,686
+726
1
2 3 4 5