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
251
$421K 0.07%
17,127
+4,495
252
$420K 0.07%
2,251
-59
253
$420K 0.07%
992
-78
254
$417K 0.07%
8,355
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255
$417K 0.07%
95,651
-6,685
256
$416K 0.07%
4,841
+36
257
$416K 0.07%
3,494
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258
$414K 0.06%
1,470
-62
259
$412K 0.06%
80,318
-52,107
260
$410K 0.06%
5,836
-175
261
$409K 0.06%
+9,248
262
$408K 0.06%
2,098
+6
263
$403K 0.06%
43,434
+112
264
$401K 0.06%
1,518
-413
265
$399K 0.06%
7,414
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266
$399K 0.06%
627
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$396K 0.06%
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268
$394K 0.06%
25,259
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269
$391K 0.06%
6,672
-50
270
$388K 0.06%
87,663
+5,618
271
$387K 0.06%
925
-51
272
$387K 0.06%
2,127
+537
273
$386K 0.06%
25,548
+12
274
$386K 0.06%
762
-1,367
275
$382K 0.06%
4,238
+373
9 10
11
12 13