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
51
$2.23M 0.51%
17,217
+396
52
$2.21M 0.51%
2,426
-11
53
$2.21M 0.5%
5,362
-101
54
$2.2M 0.5%
37,593
+240
55
$2.18M 0.5%
131,095
+73,195
56
$2.11M 0.48%
11,930
+56
57
$2.1M 0.48%
47,489
-380
58
$2.08M 0.48%
14,514
+60
59
$1.98M 0.45%
14,598
-553
60
$1.95M 0.45%
14,127
+142
61
$1.93M 0.44%
25,667
-237
62
$1.81M 0.41%
7,585
-1,021
63
$1.81M 0.41%
21,707
-2,992
64
$1.77M 0.4%
4,827
+99
65
$1.76M 0.4%
65,108
+164
66
$1.75M 0.4%
11,678
+9,487
67
$1.75M 0.4%
89,811
+8,047
68
$1.72M 0.39%
7,072
+64
69
$1.72M 0.39%
182,757
-13,442
70
$1.7M 0.39%
53,385
+392
71
$1.7M 0.39%
4,162
+463
72
$1.69M 0.39%
5,844
+92
73
$1.65M 0.38%
43,226
+19,963
74
$1.62M 0.37%
9,989
+583
75
$1.6M 0.37%
3,940
+314
1 2
3
4 5