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
$445M
AUM Growth
-$8.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.37M
3
+$847K
4
ET icon
Energy Transfer Partners
ET
+$819K
5
TWLO icon
Twilio
TWLO
+$757K

Top Sells

1
+$1.76M
2
+$1.66M
3
+$942K
4
RY icon
Royal Bank of Canada
RY
+$590K
5
FAS icon
Direxion Daily Financial Bull 3x Shares
FAS
+$541K

Sector Composition

1 Technology 26.34%
2 Consumer Discretionary 11.88%
3 Healthcare 7.69%
4 Industrials 6.53%
5 Communication Services 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.68M 0.83%
16,352
+784
27
$3.55M 0.8%
66,893
+10,039
28
$3.35M 0.75%
13,868
-1,808
29
$3.23M 0.73%
19,602
+527
30
$3.05M 0.68%
14,763
+1,520
31
$3.03M 0.68%
23,880
-1,073
32
$3.01M 0.68%
14,641
+190
33
$2.93M 0.66%
38,941
-385
34
$2.77M 0.62%
38,419
-962
35
$2.75M 0.62%
58,746
+1,950
36
$2.73M 0.61%
102,368
+6,880
37
$2.7M 0.61%
17,366
-119
38
$2.65M 0.6%
29,736
-285
39
$2.64M 0.59%
16,028
-1,313
40
$2.62M 0.59%
285,217
+89,332
41
$2.59M 0.58%
29,663
+264
42
$2.56M 0.57%
5,541
+53
43
$2.55M 0.57%
37,800
+27,804
44
$2.51M 0.56%
23,732
+1,396
45
$2.47M 0.55%
4,249
+15
46
$2.41M 0.54%
18,622
-759
47
$2.4M 0.54%
42,368
+990
48
$2.32M 0.52%
15,986
-261
49
$2.28M 0.51%
28,507
+1,176
50
$2.28M 0.51%
6,522
-248
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2
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