1WA
180 Wealth Advisors Portfolio holdings
AUM
$717M
1-Year Return
25.94%
This Quarter Return
+10.06%
1 Year Return
+25.94%
3 Year Return
+101.14%
5 Year Return
+168.22%
10 Year Return
–
AUM
$445M
AUM Growth
-$8.73M
(-1.9%)
Cap. Flow
+$4.67M
Cap. Flow
% of AUM
1.05%
Top 10 Holdings %
Top 10 Hldgs %
25.47%
Holding
403
New
26
Increased
167
Reduced
167
Closed
32
Top Buys
| 1 |
TJX Companies
TJX
|
$1.88M |
| 2 |
UiPath
PATH
|
$1.37M |
| 3 |
Lockheed Martin
LMT
|
$847K |
| 4 |
Energy Transfer Partners
ET
|
$819K |
| 5 |
Twilio
TWLO
|
$757K |
Top Sells
| 1 |
Intuitive Surgical
ISRG
|
$1.76M |
| 2 |
Dollar General
DG
|
$1.66M |
| 3 |
Amazon
AMZN
|
$942K |
| 4 |
Royal Bank of Canada
RY
|
$590K |
| 5 |
Direxion Daily Financial Bull 3x Shares
FAS
|
$541K |
Sector Composition
| 1 | Technology | 26.34% |
| 2 | Consumer Discretionary | 11.88% |
| 3 | Healthcare | 7.69% |
| 4 | Industrials | 6.53% |
| 5 | Communication Services | 5.7% |
