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
401
$165K 0.03%
81,300
+13,000
402
$155K 0.02%
16,836
-1,939
403
$142K 0.02%
44,300
+300
404
$141K 0.02%
35,010
-1,656
405
$138K 0.02%
27,000
+400
406
$132K 0.02%
27,912
-100
407
$132K 0.02%
83,085
-17,616
408
$126K 0.02%
10,686
+44
409
$121K 0.02%
11,998
-513
410
$119K 0.02%
38,151
-2,150
411
$113K 0.02%
14,026
+2,542
412
$105K 0.02%
+10,791
413
$105K 0.02%
10,621
414
$103K 0.02%
13,069
-1,137
415
$96.8K 0.02%
19,925
-1,068
416
$94.8K 0.01%
11,448
-902
417
$78.3K 0.01%
+10,855
418
$66.8K 0.01%
36,125
-1,471
419
$65.2K 0.01%
16,500
420
$51K 0.01%
26,000
+4,000
421
$46.4K 0.01%
10,000
422
$39.9K 0.01%
2,875
+125
423
$33.3K 0.01%
10,500
-2,500
424
– –
-18,367
425
– –
-1,444
15 16
17
18 19