1WA

180 Wealth Advisors Portfolio holdings

AUM $878M
1-Year Est. Return 37.53%
This Quarter Est. Return
1 Year Est. Return
+37.53%
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
251
$26K 0.01%
25,000
252
$22K 0.01%
14,700
253
$15K 0.01%
53
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-18,856
273
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-8,883
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