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
$458M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$1.18M
3
+$990K
4
TWLO icon
Twilio
TWLO
+$675K
5
CLF icon
Cleveland-Cliffs
CLF
+$544K

Top Sells

1
+$2.62M
2
+$978K
3
+$503K
4
CVX icon
Chevron
CVX
+$464K
5
MO icon
Altria Group
MO
+$436K

Sector Composition

1 Technology 24.98%
2 Consumer Discretionary 11.45%
3 Healthcare 8.37%
4 Industrials 6.3%
5 Communication Services 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$32.8M 7.15%
114,848
-367
2
$18.3M 4%
109,494
-676
3
$14.3M 3.11%
90,200
-100
4
$9.97M 2.18%
29,079
-813
5
$7.88M 1.72%
48,685
-19
6
$7.04M 1.54%
316,960
-19,080
7
$7.02M 1.53%
61,777
-175
8
$5.87M 1.28%
9,871
-239
9
$5.45M 1.19%
11,858
+189
10
$5.41M 1.18%
61,652
-2,025
11
$5.36M 1.17%
69,961
-452
12
$5.32M 1.16%
40,780
+3,880
13
$5.21M 1.14%
97,922
-1,631
14
$5M 1.09%
83,640
-1,730
15
$4.88M 1.06%
1,369,904
+332,478
16
$4.85M 1.06%
67,025
+132
17
$4.74M 1.03%
21,821
+1,457
18
$4.62M 1.01%
35,500
+2,900
19
$4.45M 0.97%
59,680
-591
20
$4.28M 0.93%
89,053
+48,783
21
$4.27M 0.93%
85,683
+1,490
22
$4.18M 0.91%
54,174
+413
23
$4.15M 0.91%
53,730
+932
24
$3.88M 0.85%
122,458
-1,076
25
$3.84M 0.84%
47,258
+147
1
2 3 4 5