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
376
$218K 0.03%
382
-850
377
$217K 0.03%
24,120
+11,823
378
$217K 0.03%
2,236
-206
379
$215K 0.03%
5,779
-2,215
380
$213K 0.03%
1,859
+101
381
$213K 0.03%
530
-4
382
$212K 0.03%
7,557
+75
383
$211K 0.03%
31,230
+5,455
384
$211K 0.03%
+1,476
385
$210K 0.03%
6,973
-3,175
386
$209K 0.03%
+629
387
$207K 0.03%
1,832
-14
388
$207K 0.03%
31,031
+500
389
$207K 0.03%
1,217
-158
390
$206K 0.03%
6,493
-1,666
391
$203K 0.03%
5,167
+803
392
$202K 0.03%
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393
$202K 0.03%
+1,738
394
$201K 0.03%
3,033
-1,247
395
$201K 0.03%
1,815
396
$201K 0.03%
1,052
-17
397
$194K 0.03%
19,540
+2,850
398
$193K 0.03%
18,416
-871
399
$191K 0.03%
29,335
+8,535
400
$191K 0.03%
18,865
14 15
16
17 18