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
51
$1.12M 0.5%
13,259
+686
52
$1.1M 0.49%
39,190
+190
53
$1.09M 0.48%
20,888
-1,446
54
$1.08M 0.48%
21,210
+3,925
55
$1.08M 0.48%
4,852
+420
56
$1.08M 0.48%
23,676
+2,606
57
$1.07M 0.47%
9,896
-1,490
58
$1.04M 0.46%
6,903
+704
59
$1.03M 0.45%
13,702
-115
60
$1.02M 0.45%
17,840
+2,676
61
$1.01M 0.45%
16,057
+1,716
62
$987K 0.44%
6,086
+651
63
$971K 0.43%
22,133
+89
64
$964K 0.43%
11,235
+1,280
65
$961K 0.42%
7,040
+681
66
$944K 0.42%
35,700
+4,922
67
$943K 0.42%
16,181
-3,181
68
$881K 0.39%
16,914
+383
69
$867K 0.38%
3,115
-606
70
$860K 0.38%
4,133
71
$849K 0.38%
6,169
+18
72
$835K 0.37%
11,912
-2,697
73
$806K 0.36%
6,804
+411
74
$803K 0.36%
22,568
-240
75
$796K 0.35%
5,328
+299
1 2
3
4 5