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
$638M
AUM Growth
+$3.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
469
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$970K
3
+$624K
4
TDF
Templeton Dragon Fund
TDF
+$603K
5
VST icon
Vistra
VST
+$600K

Top Sells

1
+$3.27M
2
+$2.15M
3
+$2.02M
4
XOM icon
Exxon Mobil
XOM
+$1.31M
5
ANET icon
Arista Networks
ANET
+$1.16M

Sector Composition

1 Technology 29.11%
2 Consumer Discretionary 10.59%
3 Healthcare 7.43%
4 Communication Services 6.06%
5 Industrials 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$497K 0.08%
17,417
-809
227
$497K 0.08%
15,389
+4,637
228
$495K 0.08%
5,263
-4,059
229
$492K 0.08%
7,908
-100
230
$483K 0.08%
3,696
+617
231
$482K 0.08%
1,134
-123
232
$481K 0.08%
11,989
+5,830
233
$476K 0.07%
15,005
+14
234
$469K 0.07%
3,886
-29
235
$466K 0.07%
17,008
-669
236
$460K 0.07%
3,503
-41
237
$459K 0.07%
5,718
+2
238
$457K 0.07%
8,593
-1,251
239
$455K 0.07%
2,753
-29
240
$452K 0.07%
2,542
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241
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3,673
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242
$445K 0.07%
6,979
-192
243
$440K 0.07%
1,490
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244
$438K 0.07%
116,736
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245
$437K 0.07%
8,080
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246
$431K 0.07%
1,066
+494
247
$430K 0.07%
4,822
-54
248
$425K 0.07%
34,807
+486
249
$424K 0.07%
1,875
+10
250
$423K 0.07%
5,026
-57
8 9
10
11 12