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
$392M
AUM Growth
-$66.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
405
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$549K
3
+$440K
4
TSLA icon
Tesla
TSLA
+$408K
5
PCAR icon
PACCAR
PCAR
+$403K

Top Sells

1
+$2.22M
2
+$578K
3
+$451K
4
CC icon
Chemours
CC
+$420K
5
ORLY icon
O'Reilly Automotive
ORLY
+$406K

Sector Composition

1 Technology 24.69%
2 Consumer Discretionary 10.73%
3 Healthcare 9.08%
4 Industrials 6.4%
5 Communication Services 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$30.1M 7.69%
116,013
+1,165
2
$15M 3.82%
107,630
-1,864
3
$10.4M 2.66%
95,214
+5,014
4
$7.06M 1.8%
48,757
+72
5
$7.02M 1.79%
30,876
+1,797
6
$6.4M 1.63%
62,289
+512
7
$5.73M 1.46%
1,439,864
+69,960
8
$5.16M 1.32%
58,985
-2,667
9
$4.72M 1.2%
69,739
-222
10
$4.63M 1.18%
96,431
-1,491
11
$4.57M 1.17%
9,416
-455
12
$4.53M 1.16%
312,210
-4,750
13
$4.41M 1.13%
40,420
-360
14
$4.1M 1.05%
53,214
-960
15
$3.91M 1%
35,960
+460
16
$3.8M 0.97%
58,879
-801
17
$3.76M 0.96%
86,416
+733
18
$3.74M 0.95%
54,322
+592
19
$3.73M 0.95%
92,713
+3,660
20
$3.61M 0.92%
75,490
-8,150
21
$3.58M 0.91%
45,133
-2,125
22
$3.57M 0.91%
206,514
+2,926
23
$3.54M 0.9%
22,097
+276
24
$3.34M 0.85%
122,711
+253
25
$3.33M 0.85%
80,381
+2,352
1
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