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
$445M
AUM Growth
-$8.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.37M
3
+$847K
4
ET icon
Energy Transfer Partners
ET
+$819K
5
TWLO icon
Twilio
TWLO
+$757K

Top Sells

1
+$1.76M
2
+$1.66M
3
+$942K
4
RY icon
Royal Bank of Canada
RY
+$590K
5
FAS icon
Direxion Daily Financial Bull 3x Shares
FAS
+$541K

Sector Composition

1 Technology 26.34%
2 Consumer Discretionary 11.88%
3 Healthcare 7.69%
4 Industrials 6.53%
5 Communication Services 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$386K 0.09%
7,766
+1,000
227
$383K 0.09%
14,382
+255
228
$383K 0.09%
9,889
+1,537
229
$378K 0.08%
7,989
+98
230
$377K 0.08%
2,997
-74
231
$375K 0.08%
1,726
-204
232
$374K 0.08%
4,992
+815
233
$374K 0.08%
3,260
-5,142
234
$369K 0.08%
3,732
+432
235
$366K 0.08%
7,037
+25
236
$362K 0.08%
+12,055
237
$362K 0.08%
2,086
-384
238
$361K 0.08%
1,279
+115
239
$359K 0.08%
4,882
-30
240
$356K 0.08%
1,197
+52
241
$353K 0.08%
6,521
-120
242
$349K 0.08%
1,041
-30
243
$348K 0.08%
4,210
-115
244
$345K 0.08%
+10,278
245
$343K 0.08%
5,978
+182
246
$340K 0.08%
2,927
247
$340K 0.08%
2,138
+340
248
$339K 0.08%
2,569
249
$334K 0.08%
2,486
+1,094
250
$333K 0.07%
4,130
-59
8 9
10
11 12