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
351
$241K 0.04%
15,534
-400
352
$241K 0.04%
496
-39
353
$240K 0.04%
197
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354
$239K 0.04%
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-266
355
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356
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579
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357
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$232K 0.04%
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361
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362
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-252
363
$230K 0.04%
6,529
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364
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+1,543
365
$228K 0.04%
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366
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368
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369
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370
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372
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373
$219K 0.03%
19,330
-2,777
374
$219K 0.03%
3,096
-10
375
$218K 0.03%
+4,270
13 14
15
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