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
101
$1.15M 0.26%
90,454
+34,869
102
$1.13M 0.25%
41,467
-3,500
103
$1.09M 0.25%
21,572
-1,199
104
$1.09M 0.24%
128,674
-1,471
105
$1.07M 0.24%
21,368
-464
106
$1.04M 0.23%
50,597
+17,891
107
$1.02M 0.23%
17,006
-2,576
108
$1.01M 0.23%
3,773
+1,056
109
$988K 0.22%
11,603
-156
110
$978K 0.22%
14,130
-655
111
$966K 0.22%
13,659
+6,201
112
$961K 0.22%
26,432
-7,446
113
$937K 0.21%
4,679
-288
114
$924K 0.21%
3,430
-6,542
115
$884K 0.2%
2,009
+666
116
$859K 0.19%
6,815
+231
117
$835K 0.19%
6,750
+1,896
118
$825K 0.19%
55,394
-6,751
119
$813K 0.18%
18,088
-2,477
120
$802K 0.18%
4,870
-18
121
$802K 0.18%
4,400
-43
122
$802K 0.18%
6,957
+986
123
$791K 0.18%
7,473
+102
124
$765K 0.17%
3,731
-228
125
$764K 0.17%
11,149
+3,440
3 4
5
6 7