1WA

180 Wealth Advisors Portfolio holdings

AUM $878M
1-Year Est. Return 37.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.53%
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
+$15.8M
2
+$1.28M
3
+$1.27M
4
FCX icon
Freeport-McMoran
FCX
+$778K
5
AYX
Alteryx Inc
AYX
+$776K

Top Sells

1
+$1.42M
2
+$1.25M
3
+$1.1M
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$857K
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
351
$183K 0.04%
11,321
352
$174K 0.04%
12,104
353
$166K 0.04%
10,315
-361
354
$164K 0.04%
+10,545
355
$149K 0.03%
+24,790
356
$105K 0.02%
+10,439
357
$70K 0.02%
+2,143
358
$67K 0.02%
2,750
359
$43K 0.01%
10,043
+39
360
$17K ﹤0.01%
+400
361
– –
-13,628
362
– –
-2,021
363
– –
-13,025
364
– –
-5,740
365
– –
-8,809
366
– –
-243
367
– –
-7,750
368
– –
-9,000
369
– –
-897
370
– –
-2,081
371
– –
-6,855
372
– –
-873
373
– –
-903
374
– –
-2,700
375
– –
-7,149
12 13 14
15
16