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
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
– –
-1,940
362
– –
-862
363
– –
-873
364
– –
-6,855
365
– –
-2,081
366
– –
-897
367
– –
-9,000
368
– –
-4,134
369
– –
-985
370
– –
-7,149
371
– –
-2,700
372
– –
-903
373
– –
-7,750
374
– –
-243
375
– –
-8,809
12 13 14
15
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