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
326
$227K 0.05%
8,394
-900
327
$226K 0.05%
+2,934
328
$225K 0.05%
+928
329
$224K 0.05%
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-60
330
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2,137
-14
331
$223K 0.05%
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332
$222K 0.05%
1,127
333
$222K 0.05%
1,626
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334
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1,227
-122
335
$221K 0.05%
+3,291
336
$220K 0.05%
+3,823
337
$217K 0.05%
540
338
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339
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-171
340
$215K 0.05%
3,411
-5,544
341
$213K 0.05%
1,715
-120
342
$212K 0.05%
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343
$211K 0.05%
4,061
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344
$210K 0.05%
884
-45
345
$209K 0.05%
867
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346
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+336
347
$207K 0.05%
7,627
-121
348
$206K 0.05%
2,507
+474
349
$206K 0.05%
1,493
+30
350
$203K 0.05%
4,975
-157
12 13
14
15 16