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
276
$304K 0.07%
+3,153
277
$304K 0.07%
927
-145
278
$303K 0.07%
2,216
+102
279
$303K 0.07%
7,173
+1,654
280
$299K 0.07%
1,565
-31
281
$299K 0.07%
+2,035
282
$293K 0.07%
1,066
-221
283
$290K 0.07%
2,506
-108
284
$288K 0.07%
1,338
+140
285
$286K 0.07%
+21,346
286
$285K 0.07%
2,666
287
$283K 0.06%
25,796
-259
288
$282K 0.06%
1,901
-74
289
$282K 0.06%
1,252
-111
290
$280K 0.06%
2,441
+26
291
$279K 0.06%
47,321
+12,850
292
$273K 0.06%
617
293
$272K 0.06%
1,181
294
$269K 0.06%
+6,130
295
$266K 0.06%
980
+114
296
$265K 0.06%
+11,762
297
$265K 0.06%
1,835
298
$262K 0.06%
944
-5
299
$261K 0.06%
9,294
300
$259K 0.06%
+1,001
10 11
12
13 14