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
276
$297K 0.07%
592
+95
277
$296K 0.07%
3,547
278
$294K 0.07%
5,768
+1,225
279
$293K 0.07%
6,460
+282
280
$293K 0.07%
+6,928
281
$292K 0.07%
3,921
+455
282
$290K 0.07%
1,182
283
$289K 0.06%
9,395
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284
$288K 0.06%
1,082
-318
285
$284K 0.06%
1,514
-240
286
$283K 0.06%
4,535
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287
$281K 0.06%
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-40
288
$272K 0.06%
24,974
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289
$272K 0.06%
1,711
-10
290
$270K 0.06%
616
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291
$266K 0.06%
1,459
-48
292
$263K 0.06%
13,610
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293
$261K 0.06%
2,870
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294
$260K 0.06%
2,722
-23
295
$259K 0.06%
1,059
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296
$259K 0.06%
+10,187
297
$258K 0.06%
2,014
+161
298
$256K 0.06%
1,307
-56
299
$253K 0.06%
2,577
+353
300
$252K 0.06%
3,366
10 11
12
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