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
$500M
AUM Growth
+$55.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$2.47M
3
+$2.18M
4
PEP icon
PepsiCo
PEP
+$2.07M
5
TSCO icon
Tractor Supply
TSCO
+$1.98M

Top Sells

1
+$2.35M
2
+$2.04M
3
+$1.86M
4
TEL icon
TE Connectivity
TEL
+$1.78M
5
NOC icon
Northrop Grumman
NOC
+$1.75M

Sector Composition

1 Technology 28.34%
2 Consumer Discretionary 10.48%
3 Healthcare 6.8%
4 Communication Services 6.08%
5 Industrials 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$41.6M 8.32%
112,065
-1,862
2
$19.6M 3.92%
105,482
-608
3
$14.1M 2.83%
94,236
-2,258
4
$11.5M 2.3%
238,110
+6,060
5
$8.12M 1.63%
74,850
+880
6
$8.05M 1.61%
47,307
-430
7
$8.01M 1.6%
32,238
+1,990
8
$7.16M 1.43%
63,752
+117
9
$6.76M 1.35%
1,725,330
+143,860
10
$5.68M 1.14%
8,723
-477
11
$5.46M 1.09%
39,154
-498
12
$5.46M 1.09%
15,762
-651
13
$5.42M 1.09%
275,534
-852
14
$5.27M 1.06%
62,145
-1,781
15
$5.24M 1.05%
51,154
+249
16
$5.15M 1.03%
37,276
-945
17
$5.07M 1.01%
37,646
+19,235
18
$4.66M 0.93%
106,616
+4,302
19
$4.62M 0.92%
113,635
+8,260
20
$4.5M 0.9%
188,950
+492
21
$4.38M 0.88%
55,904
+148
22
$4.36M 0.87%
84,212
-1,407
23
$4.27M 0.85%
79,136
-4,514
24
$4.19M 0.84%
44,713
-714
25
$4M 0.8%
50,120
-1,970
1
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