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
$226M
AUM Growth
+$3.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$876K
2
+$729K
3
+$642K
4
TPR icon
Tapestry
TPR
+$609K
5
ETFC
E*Trade Financial Corporation
ETFC
+$587K

Top Sells

1
+$1.01M
2
+$680K
3
+$649K
4
TRV icon
Travelers Companies
TRV
+$611K
5
PG icon
Procter & Gamble
PG
+$579K

Sector Composition

1 Technology 14.39%
2 Consumer Discretionary 10.06%
3 Industrials 9.04%
4 Healthcare 7.09%
5 Financials 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$222K 0.1%
+9,511
227
$221K 0.1%
3,490
-250
228
$220K 0.1%
1,192
+151
229
$220K 0.1%
6,082
+6
230
$220K 0.1%
1,000
231
$217K 0.1%
4,504
-19
232
$217K 0.1%
731
233
$216K 0.1%
24,557
-1,810
234
$215K 0.1%
+1,588
235
$213K 0.09%
12,307
-133
236
$213K 0.09%
1,161
-369
237
$212K 0.09%
+10,471
238
$207K 0.09%
+7,771
239
$205K 0.09%
+5,583
240
$204K 0.09%
1,658
-40
241
$203K 0.09%
4,919
242
$193K 0.09%
21,247
-1,370
243
$192K 0.08%
11,856
-1,074
244
$174K 0.08%
20,513
+119
245
$168K 0.07%
18,646
+66
246
$163K 0.07%
+1,123
247
$154K 0.07%
+11,321
248
$135K 0.06%
11,489
-631
249
$125K 0.06%
+32,057
250
$82K 0.04%
10,400
-1,333
7 8 9
10
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