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
251
$331K 0.08%
4,010
-241
252
$329K 0.08%
1,503
-51
253
$329K 0.08%
1,883
-49
254
$328K 0.08%
1,420
-15
255
$326K 0.07%
12,230
-458
256
$326K 0.07%
+12,766
257
$325K 0.07%
4,209
+21
258
$323K 0.07%
7,566
+1,636
259
$322K 0.07%
+13,244
260
$320K 0.07%
3,150
+178
261
$320K 0.07%
+1,004
262
$319K 0.07%
+1,881
263
$317K 0.07%
1,199
-36
264
$315K 0.07%
+3,942
265
$313K 0.07%
9,300
+1,335
266
$312K 0.07%
24,196
+350
267
$311K 0.07%
3,446
-205
268
$311K 0.07%
4,099
+533
269
$310K 0.07%
2,087
-176
270
$310K 0.07%
2,038
-113
271
$309K 0.07%
2,521
+71
272
$307K 0.07%
+12,635
273
$307K 0.07%
6,040
+9
274
$306K 0.07%
456
+50
275
$305K 0.07%
3,547
+210
9 10
11
12 13