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
76
$1.7M 0.38%
10,101
+793
77
$1.7M 0.38%
8,843
+3,942
78
$1.6M 0.36%
11,464
+846
79
$1.58M 0.35%
11,511
-993
80
$1.57M 0.35%
78,370
+11,230
81
$1.52M 0.34%
15,062
-223
82
$1.5M 0.34%
6,096
-335
83
$1.48M 0.33%
24,460
-950
84
$1.47M 0.33%
23,108
-265
85
$1.46M 0.33%
90,454
-7,295
86
$1.43M 0.32%
61,341
+15,595
87
$1.42M 0.32%
14,052
+212
88
$1.41M 0.32%
38,642
+495
89
$1.4M 0.31%
4,070
+60
90
$1.35M 0.3%
15,296
+1,413
91
$1.31M 0.29%
24,507
-2,251
92
$1.3M 0.29%
3,236
-569
93
$1.27M 0.29%
21,927
+1,938
94
$1.23M 0.28%
7,533
+326
95
$1.21M 0.27%
3,045
+612
96
$1.21M 0.27%
2,413
-28
97
$1.19M 0.27%
68,530
+5,428
98
$1.18M 0.27%
9,511
-126
99
$1.16M 0.26%
10,328
+500
100
$1.16M 0.26%
73,578
+8,031
2 3
4
5 6