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
301
$331K 0.05%
12,971
+1,046
302
$331K 0.05%
1,499
+9
303
$329K 0.05%
6,044
-144
304
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1,754
-172
305
$327K 0.05%
1,291
+174
306
$326K 0.05%
32,884
-4,810
307
$324K 0.05%
90,682
+12,027
308
$324K 0.05%
26,732
+2,525
309
$322K 0.05%
1,268
-45
310
$321K 0.05%
12,813
+10
311
$320K 0.05%
7,144
+471
312
$318K 0.05%
1,480
-77
313
$315K 0.05%
2,257
-200
314
$314K 0.05%
4,846
-1,235
315
$312K 0.05%
5,845
-75
316
$311K 0.05%
10,711
+3,094
317
$310K 0.05%
27,770
-500
318
$308K 0.05%
3,767
-56
319
$306K 0.05%
3,870
-225
320
$305K 0.05%
10,000
321
$305K 0.05%
2,414
+117
322
$304K 0.05%
884
323
$303K 0.05%
6,127
+112
324
$302K 0.05%
25,771
-787
325
$295K 0.05%
1,600
+15
11 12
13
14 15