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
76
$1.59M 0.36%
10,180
+598
77
$1.56M 0.36%
25,287
+838
78
$1.56M 0.36%
8,982
+360
79
$1.55M 0.35%
4,278
-44
80
$1.54M 0.35%
2,480
-140
81
$1.54M 0.35%
22,817
+602
82
$1.53M 0.35%
24,780
+160
83
$1.51M 0.35%
15,558
-263
84
$1.48M 0.34%
26,622
-353
85
$1.47M 0.34%
25,111
+531
86
$1.46M 0.33%
98,716
+1,580
87
$1.46M 0.33%
13,865
-304
88
$1.41M 0.32%
6,343
-19
89
$1.41M 0.32%
37,823
+754
90
$1.41M 0.32%
25,885
+890
91
$1.38M 0.32%
63,572
-193
92
$1.38M 0.32%
65,138
-48,461
93
$1.35M 0.31%
2,546
-18,725
94
$1.29M 0.3%
65,070
-2,801
95
$1.27M 0.29%
5,048
+305
96
$1.23M 0.28%
24,214
-1,438
97
$1.2M 0.27%
131,516
-2,814
98
$1.19M 0.27%
2,305
-80
99
$1.19M 0.27%
13,353
+510
100
$1.18M 0.27%
6,042
-176
2 3
4
5 6