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
301
$259K 0.06%
1,767
-4
302
$255K 0.06%
4,702
-38
303
$255K 0.06%
2,753
304
$253K 0.06%
1,286
+33
305
$253K 0.06%
1,324
+20
306
$253K 0.06%
3,362
-206
307
$249K 0.06%
1,762
-35
308
$249K 0.06%
1,870
309
$249K 0.06%
2,624
+180
310
$249K 0.06%
3,938
-2,453
311
$245K 0.06%
1,349
312
$245K 0.06%
3,330
+448
313
$243K 0.06%
20,287
+3,940
314
$241K 0.06%
930
+24
315
$241K 0.06%
9,296
-811
316
$239K 0.05%
2,752
+194
317
$239K 0.05%
4,468
+419
318
$239K 0.05%
1,705
319
$238K 0.05%
4,543
+300
320
$238K 0.05%
15,146
+475
321
$238K 0.05%
1,436
-42
322
$235K 0.05%
1,448
+33
323
$231K 0.05%
+10,826
324
$229K 0.05%
+3,612
325
$229K 0.05%
3,372
+39
11 12
13
14 15