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
26
$4.55M 0.71%
18,996
-336
27
$4.52M 0.71%
23,414
+2,825
28
$4.47M 0.7%
55,932
+40
29
$4.28M 0.67%
27,690
+195
30
$4.22M 0.66%
80,518
-1,100
31
$4.11M 0.64%
9,074
+141
32
$4.07M 0.64%
207,888
-1,615
33
$4.06M 0.64%
147,202
+3,940
34
$3.96M 0.62%
64,535
-1,138
35
$3.96M 0.62%
43,405
-1,693
36
$3.96M 0.62%
25,752
+1,589
37
$3.95M 0.62%
135,335
+7,026
38
$3.73M 0.58%
11,232
-39
39
$3.66M 0.57%
11,587
+150
40
$3.52M 0.55%
57,396
-4,467
41
$3.52M 0.55%
16,002
-585
42
$3.49M 0.55%
32,416
-12,168
43
$3.47M 0.54%
16,686
+745
44
$3.46M 0.54%
10,339
+227
45
$3.33M 0.52%
98,243
+3,890
46
$3.3M 0.52%
26,646
+388
47
$3.28M 0.51%
81,050
+2,235
48
$3.14M 0.49%
31,523
+2,177
49
$3.12M 0.49%
42,090
+1,314
50
$2.9M 0.45%
10,010
-133
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