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
376
– –
-985
377
– –
-4,134
378
– –
-862
379
– –
-1,940
380
– –
-1,131
12 13 14 15
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