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
251
$333K 0.07%
93,916
+32,584
252
$330K 0.07%
8,383
-836
253
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1,518
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255
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256
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5,253
-3,394
257
$326K 0.07%
560
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258
$325K 0.07%
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259
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6,695
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260
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8,375
+1,920
261
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262
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263
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264
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1,343
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265
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14,260
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266
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267
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269
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270
$313K 0.07%
8,070
-8,139
271
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11,839
+2,045
272
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6,718
-1,126
273
$304K 0.07%
1,742
-192
274
$303K 0.07%
3,065
-1,331
275
$301K 0.07%
18,550
+4,575
9 10
11
12 13