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
$437M
AUM Growth
+$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$4.9M
2
+$1.42M
3
+$1.21M
4
FCX icon
Freeport-McMoran
FCX
+$763K
5
AYX
Alteryx Inc
AYX
+$693K

Top Sells

1
+$9.9M
2
+$1.32M
3
+$1.03M
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$848K
5
FAS icon
Direxion Daily Financial Bull 3x Shares
FAS
+$678K

Sector Composition

1 Technology 25.45%
2 Consumer Discretionary 11.08%
3 Healthcare 8.9%
4 Industrials 6.67%
5 Communication Services 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$377K 0.09%
3,153
-289
227
$376K 0.09%
27,226
-5
228
$374K 0.09%
901
229
$369K 0.08%
6,724
+1,198
230
$365K 0.08%
4,938
231
$363K 0.08%
6,430
+1,190
232
$359K 0.08%
8,902
+2,277
233
$359K 0.08%
2,090
+476
234
$358K 0.08%
2,927
235
$356K 0.08%
2,075
-251
236
$355K 0.08%
10,227
+504
237
$353K 0.08%
+2,083
238
$352K 0.08%
4,932
-449
239
$349K 0.08%
+10,896
240
$349K 0.08%
2,098
-46
241
$349K 0.08%
1,092
-14
242
$347K 0.08%
+3,387
243
$343K 0.08%
4,263
-37
244
$342K 0.08%
+1,067
245
$341K 0.08%
1,147
-49
246
$340K 0.08%
1,144
247
$338K 0.08%
1,451
+145
248
$338K 0.08%
4,980
-11
249
$337K 0.08%
+16,390
250
$337K 0.08%
6,895
+1,520
8 9
10
11 12