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
$444M
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$803K
3
+$785K
4
CROX icon
Crocs
CROX
+$775K
5
AYX
Alteryx Inc
AYX
+$715K

Top Sells

1
+$2.68M
2
+$647K
3
+$618K
4
GS icon
Goldman Sachs
GS
+$581K
5
VMW
VMware, Inc
VMW
+$565K

Sector Composition

1 Technology 27.09%
2 Consumer Discretionary 10.54%
3 Healthcare 7.79%
4 Communication Services 6.25%
5 Industrials 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
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377
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378
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-859
379
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380
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-20,000
381
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-27,237
382
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-9,630
383
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-1,938
384
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-3,924
385
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-101,526
386
– –
-62,127
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