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
101
$599K 0.26%
10,535
102
$588K 0.26%
5,880
+2,082
103
$588K 0.26%
8,766
-2,921
104
$587K 0.26%
+14,874
105
$587K 0.26%
6,670
-169
106
$584K 0.26%
18,167
-1,634
107
$580K 0.26%
7,202
-1,502
108
$579K 0.26%
7,650
-1,047
109
$577K 0.26%
10,179
+572
110
$566K 0.25%
12,497
+7,144
111
$566K 0.25%
4,894
-105
112
$566K 0.25%
23,870
+750
113
$563K 0.25%
5,545
+78
114
$558K 0.25%
2,554
115
$557K 0.25%
4,310
+420
116
$550K 0.24%
2,022
+144
117
$539K 0.24%
4,861
-1,456
118
$524K 0.23%
11,434
+2,566
119
$506K 0.22%
3,699
-1,149
120
$504K 0.22%
4,405
+931
121
$499K 0.22%
13,224
-6,929
122
$498K 0.22%
3,052
-35
123
$496K 0.22%
+7,405
124
$496K 0.22%
+28,524
125
$495K 0.22%
5,448
-2,144
3 4
5
6 7