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
101
$1.17M 0.27%
4,270
-2,238
102
$1.16M 0.27%
48,211
+2,248
103
$1.11M 0.25%
20,601
+84
104
$1.09M 0.25%
9,397
+294
105
$1.06M 0.24%
3,207
-63
106
$1.06M 0.24%
9,494
-50
107
$1.06M 0.24%
22,017
+38
108
$1.01M 0.23%
5,059
-240
109
$994K 0.23%
11,538
-140
110
$945K 0.22%
4,979
-292
111
$907K 0.21%
3,913
-433
112
$894K 0.2%
8,598
-94
113
$886K 0.2%
6,227
-612
114
$864K 0.2%
12,499
+887
115
$860K 0.2%
6,676
+24
116
$850K 0.19%
20,515
-337
117
$849K 0.19%
9,449
-9,435
118
$846K 0.19%
1,072
-12
119
$845K 0.19%
5,982
+307
120
$817K 0.19%
7,544
-442
121
$816K 0.19%
4,376
+74
122
$797K 0.18%
19,905
-420
123
$775K 0.18%
2,112
+117
124
$749K 0.17%
34,660
+4,660
125
$735K 0.17%
3,876
-166
3 4
5
6 7