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
101
$1.41M 0.22%
8,413
-2,628
102
$1.4M 0.22%
26,315
-764
103
$1.39M 0.22%
23,012
+3,992
104
$1.39M 0.22%
8,322
-29
105
$1.38M 0.22%
3,808
+35
106
$1.37M 0.22%
12,248
-110
107
$1.31M 0.21%
1,238
-41
108
$1.3M 0.2%
33,282
+3,824
109
$1.29M 0.2%
2,516
-34
110
$1.29M 0.2%
13,915
-159
111
$1.27M 0.2%
5,556
-235
112
$1.25M 0.2%
3,666
+12
113
$1.22M 0.19%
31,723
+173
114
$1.2M 0.19%
25,545
+3,194
115
$1.18M 0.19%
52,018
-5,020
116
$1.17M 0.18%
3,500
-76
117
$1.14M 0.18%
56,867
+394
118
$1.14M 0.18%
6,830
+39
119
$1.11M 0.17%
11,617
+143
120
$1.1M 0.17%
31,576
-88
121
$1.07M 0.17%
11,219
+788
122
$1.07M 0.17%
91,693
+4,407
123
$1.07M 0.17%
50,106
-1,158
124
$1.05M 0.16%
18,530
-24
125
$1.04M 0.16%
42,897
+313
3 4
5
6 7