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
76
$791K 0.35%
4,403
+337
77
$773K 0.34%
20,746
+2,458
78
$766K 0.34%
51,511
+10,921
79
$748K 0.33%
2,642
+24
80
$729K 0.32%
+17,073
81
$725K 0.32%
14,014
+742
82
$723K 0.32%
12,938
-7,396
83
$722K 0.32%
3,455
+278
84
$704K 0.31%
14,072
-3,149
85
$702K 0.31%
5,393
-1,544
86
$702K 0.31%
7,756
-607
87
$702K 0.31%
7,600
-1,819
88
$701K 0.31%
13,154
-1,864
89
$687K 0.3%
6,139
-2,082
90
$672K 0.3%
23,256
-22,471
91
$657K 0.29%
4,773
92
$646K 0.29%
40,657
+7,678
93
$642K 0.28%
+22,693
94
$631K 0.28%
3,646
-259
95
$629K 0.28%
4,897
-1,739
96
$628K 0.28%
3,162
-1,140
97
$620K 0.27%
2,082
+16
98
$611K 0.27%
7,026
+1,667
99
$609K 0.27%
+23,438
100
$608K 0.27%
5,383
-1,585
2 3
4
5 6