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
276
$379K 0.06%
62,743
-5,494
277
$379K 0.06%
20,770
-161
278
$370K 0.06%
4,174
+119
279
$370K 0.06%
5,293
+2,320
280
$368K 0.06%
+20,690
281
$367K 0.06%
3,617
-171
282
$366K 0.06%
3,690
-12
283
$365K 0.06%
1,038
-629
284
$364K 0.06%
2,832
+72
285
$363K 0.06%
42,777
+2,590
286
$363K 0.06%
61,784
+15,878
287
$361K 0.06%
5,386
+1,151
288
$361K 0.06%
5,231
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289
$360K 0.06%
7,974
-2,473
290
$354K 0.06%
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291
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292
$353K 0.06%
10,240
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293
$347K 0.05%
559
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294
$345K 0.05%
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295
$343K 0.05%
688
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296
$342K 0.05%
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297
$341K 0.05%
7,077
-175
298
$340K 0.05%
7,944
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299
$339K 0.05%
2,690
-71
300
$331K 0.05%
1,132
-27
10 11
12
13 14