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
76
$2.02M 0.32%
22,608
+1,520
77
$1.99M 0.31%
58,015
+1,596
78
$1.97M 0.31%
8,920
-629
79
$1.97M 0.31%
9,924
-36
80
$1.97M 0.31%
22,948
+3,857
81
$1.92M 0.3%
3,671
-12
82
$1.91M 0.3%
10,212
+850
83
$1.89M 0.3%
65,805
+437
84
$1.88M 0.3%
34,188
+2,505
85
$1.86M 0.29%
32,704
+2,102
86
$1.85M 0.29%
2,081
-75
87
$1.83M 0.29%
66,864
+305
88
$1.83M 0.29%
15,551
-65
89
$1.77M 0.28%
134,875
+709
90
$1.73M 0.27%
3,015
+696
91
$1.68M 0.26%
94,178
+25,246
92
$1.65M 0.26%
65,230
+6,594
93
$1.65M 0.26%
14,249
-1,584
94
$1.62M 0.25%
40,498
-3,503
95
$1.56M 0.24%
24,018
+7,837
96
$1.5M 0.23%
8,294
-219
97
$1.49M 0.23%
20,158
-32
98
$1.49M 0.23%
15,316
-179
99
$1.48M 0.23%
174,524
+71,032
100
$1.42M 0.22%
13,336
+3,150
2 3
4
5 6