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
326
$225K 0.05%
3,525
+27
327
$225K 0.05%
934
-116
328
$224K 0.05%
+2,592
329
$223K 0.05%
7,486
-23
330
$222K 0.05%
+812
331
$218K 0.05%
7,524
332
$217K 0.05%
20,782
+4,387
333
$214K 0.05%
+5,595
334
$212K 0.05%
+2,807
335
$211K 0.05%
+4,447
336
$211K 0.05%
16,672
+470
337
$210K 0.05%
20,496
+45
338
$207K 0.05%
4,175
-37
339
$207K 0.05%
48,330
-2,310
340
$207K 0.05%
12,663
+2,585
341
$205K 0.05%
1,964
342
$205K 0.05%
+745
343
$204K 0.05%
624
-550
344
$203K 0.05%
4,957
+1
345
$203K 0.05%
+5,105
346
$202K 0.05%
+718
347
$202K 0.05%
5,445
348
$200K 0.05%
+2,003
349
$200K 0.05%
+3,546
350
$192K 0.04%
20,576
+186
12 13
14
15 16