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
426
– –
-912
427
– –
-11,650
428
– –
-6,589
429
– –
-1,544
430
– –
-4,643
431
– –
-2,203
432
– –
-6,492
433
– –
-2,552
434
– –
-14,324
435
– –
-1,988
436
– –
-17,938
437
– –
-2,202
438
– –
-2,416
439
– –
-471
440
– –
-282
441
– –
-14,495
442
– –
-733
443
– –
-13,186
444
– –
-24,750
445
– –
-906
446
– –
-4,109
447
– –
-6,347
448
– –
-2,738
449
– –
-5,290
450
– –
-5,134
15 16 17
18
19