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
51
$2.27M 0.51%
22,314
+173
52
$2.24M 0.5%
10,891
+280
53
$2.24M 0.5%
18,774
+1,753
54
$2.24M 0.5%
15,544
+641
55
$2.21M 0.5%
89,535
+1,321
56
$2.18M 0.49%
41,307
-5,258
57
$2.16M 0.49%
52,790
+3,330
58
$2.16M 0.48%
5,409
+885
59
$2.15M 0.48%
9,732
-494
60
$2.11M 0.47%
20,102
-720
61
$2.08M 0.47%
13,018
+876
62
$2M 0.45%
40,270
+1,896
63
$1.99M 0.45%
2,487
+38
64
$1.96M 0.44%
28,362
+1,887
65
$1.95M 0.44%
12,943
+805
66
$1.84M 0.41%
63,521
-843
67
$1.84M 0.41%
13,642
-496
68
$1.83M 0.41%
6,010
+5
69
$1.82M 0.41%
27,684
+1,778
70
$1.81M 0.41%
34,811
+12,495
71
$1.76M 0.4%
8,065
+939
72
$1.76M 0.4%
33,116
+3,897
73
$1.75M 0.39%
12,771
+394
74
$1.72M 0.39%
54,929
+780
75
$1.71M 0.38%
49,304
+39,485
1 2
3
4 5