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
$226M
AUM Growth
+$3.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$876K
2
+$729K
3
+$642K
4
TPR icon
Tapestry
TPR
+$609K
5
ETFC
E*Trade Financial Corporation
ETFC
+$587K

Top Sells

1
+$1.01M
2
+$680K
3
+$649K
4
TRV icon
Travelers Companies
TRV
+$611K
5
PG icon
Procter & Gamble
PG
+$579K

Sector Composition

1 Technology 14.39%
2 Consumer Discretionary 10.06%
3 Industrials 9.04%
4 Healthcare 7.09%
5 Financials 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.59M 0.7%
13,122
-4,784
27
$1.59M 0.7%
8,960
+849
28
$1.57M 0.7%
26,272
-627
29
$1.57M 0.7%
13,538
-2,827
30
$1.53M 0.68%
4,024
+31
31
$1.53M 0.68%
54,217
+4,079
32
$1.5M 0.66%
39,200
-5,120
33
$1.48M 0.65%
22,114
-4,041
34
$1.44M 0.64%
7,840
+666
35
$1.44M 0.64%
6,128
-35
36
$1.41M 0.62%
30,325
+3,717
37
$1.41M 0.62%
13,062
+3,419
38
$1.37M 0.61%
16,022
-421
39
$1.35M 0.6%
8,243
+3,064
40
$1.33M 0.59%
61,286
+2,529
41
$1.33M 0.59%
17,272
-2,231
42
$1.33M 0.59%
16,489
-120
43
$1.32M 0.59%
4,672
+320
44
$1.32M 0.58%
19,159
-4,139
45
$1.3M 0.57%
16,821
+4,863
46
$1.26M 0.56%
14,355
+9,960
47
$1.25M 0.55%
31,695
-10,870
48
$1.22M 0.54%
9,347
+717
49
$1.18M 0.52%
7,301
-271
50
$1.14M 0.5%
7,347
-1,133
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