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
51
$2.88M 0.45%
26,420
+1,554
52
$2.86M 0.45%
35,826
+2,641
53
$2.84M 0.45%
41,876
+1,642
54
$2.77M 0.43%
18,214
+814
55
$2.7M 0.42%
18,642
-565
56
$2.7M 0.42%
20,168
-538
57
$2.65M 0.41%
42,739
+1,129
58
$2.6M 0.41%
14,685
-198
59
$2.54M 0.4%
32,879
-2,443
60
$2.48M 0.39%
4,597
-231
61
$2.38M 0.37%
26,816
-1,385
62
$2.37M 0.37%
22,426
+1,469
63
$2.34M 0.37%
8,966
-88
64
$2.32M 0.36%
33,039
-11
65
$2.31M 0.36%
14,264
-34
66
$2.25M 0.35%
59,114
+3,727
67
$2.23M 0.35%
13,718
-2,070
68
$2.21M 0.35%
4,548
-498
69
$2.2M 0.34%
52,286
-1,734
70
$2.17M 0.34%
5,680
+714
71
$2.16M 0.34%
5,545
-8
72
$2.15M 0.34%
19,894
+8,959
73
$2.14M 0.34%
11,669
+404
74
$2.09M 0.33%
2,712
+19
75
$2.07M 0.32%
14,292
+953
1 2
3
4 5