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
301
$251K 0.06%
2,114
-377
302
$251K 0.06%
3,421
-3,595
303
$249K 0.06%
791
-146
304
$248K 0.06%
3,002
-1,060
305
$246K 0.06%
889
-101
306
$245K 0.06%
1,074
-222
307
$244K 0.05%
16,436
+1,470
308
$244K 0.05%
2,366
-300
309
$243K 0.05%
+1,889
310
$242K 0.05%
2,548
-904
311
$241K 0.05%
1,085
-54
312
$240K 0.05%
1,365
313
$240K 0.05%
24,696
+670
314
$239K 0.05%
1,659
+40
315
$237K 0.05%
12,246
+205
316
$236K 0.05%
4,312
-90
317
$236K 0.05%
16,952
+1,840
318
$235K 0.05%
3,730
+86
319
$234K 0.05%
+14,159
320
$234K 0.05%
8,966
-3,164
321
$233K 0.05%
2,300
-142
322
$232K 0.05%
+39,988
323
$231K 0.05%
2,682
-193
324
$231K 0.05%
21,309
+435
325
$230K 0.05%
1,705
11 12
13
14 15