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
$437M
AUM Growth
+$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$4.9M
2
+$1.42M
3
+$1.21M
4
FCX icon
Freeport-McMoran
FCX
+$763K
5
AYX
Alteryx Inc
AYX
+$693K

Top Sells

1
+$9.9M
2
+$1.32M
3
+$1.03M
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$848K
5
FAS icon
Direxion Daily Financial Bull 3x Shares
FAS
+$678K

Sector Composition

1 Technology 25.45%
2 Consumer Discretionary 11.08%
3 Healthcare 8.9%
4 Industrials 6.67%
5 Communication Services 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.46M 0.79%
888,524
+133,081
27
$3.41M 0.78%
14,471
-598
28
$3.11M 0.71%
40,623
-891
29
$3.1M 0.71%
40,600
-358
30
$2.96M 0.68%
17,026
-353
31
$2.86M 0.65%
7,902
+460
32
$2.76M 0.63%
22,041
+518
33
$2.75M 0.63%
55,443
+777
34
$2.62M 0.6%
17,949
+220
35
$2.6M 0.6%
13,084
+276
36
$2.6M 0.6%
19,267
-168
37
$2.59M 0.59%
35,753
+2,762
38
$2.58M 0.59%
25,292
-1,454
39
$2.56M 0.59%
16,098
+228
40
$2.54M 0.58%
28,995
+183
41
$2.44M 0.56%
10,268
-270
42
$2.41M 0.55%
10,538
+391
43
$2.36M 0.54%
17,574
+931
44
$2.29M 0.52%
86,963
+7,664
45
$2.28M 0.52%
4,215
-67
46
$2.27M 0.52%
46,996
-1,661
47
$2.25M 0.52%
40,519
+1,504
48
$2.25M 0.51%
6,788
-32
49
$2.25M 0.51%
21,225
-335
50
$2.25M 0.51%
30,153
-27
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