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
326
$289K 0.05%
4,789
-3,725
327
$288K 0.05%
459
-11
328
$287K 0.05%
2,278
-25
329
$283K 0.04%
12,606
-1,229
330
$282K 0.04%
9,531
-150
331
$281K 0.04%
4,860
-188
332
$280K 0.04%
+3,430
333
$278K 0.04%
622
+12
334
$275K 0.04%
5,035
+1,069
335
$274K 0.04%
8,706
336
$271K 0.04%
5,599
337
$269K 0.04%
2,040
+183
338
$267K 0.04%
5,320
-160
339
$265K 0.04%
4,077
-186
340
$264K 0.04%
3,411
-191
341
$257K 0.04%
5,668
-4,103
342
$257K 0.04%
14,000
+2,000
343
$257K 0.04%
+3,026
344
$255K 0.04%
+3,280
345
$249K 0.04%
1,555
-165
346
$248K 0.04%
1,342
+7
347
$246K 0.04%
6,977
+143
348
$245K 0.04%
3,180
-1,350
349
$244K 0.04%
6,776
+60
350
$242K 0.04%
7,164
-2,453
12 13
14
15 16