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
126
$492K 0.22%
1,999
-776
127
$487K 0.22%
5,628
+1,641
128
$485K 0.21%
+4,349
129
$479K 0.21%
2,388
-903
130
$478K 0.21%
5,612
-2,226
131
$478K 0.21%
5,187
-50
132
$478K 0.21%
12,210
-1,121
133
$476K 0.21%
4,720
+7
134
$474K 0.21%
4,259
+1,003
135
$471K 0.21%
17,966
+2,568
136
$471K 0.21%
9,049
+750
137
$471K 0.21%
9,233
-51
138
$460K 0.2%
2,942
-1,330
139
$457K 0.2%
2,035
+9
140
$451K 0.2%
4,908
-2,002
141
$450K 0.2%
7,955
-1,051
142
$449K 0.2%
227
+71
143
$444K 0.2%
1,609
+75
144
$444K 0.2%
7,577
+2,342
145
$430K 0.19%
12,704
-164
146
$429K 0.19%
334,777
+24,933
147
$425K 0.19%
6,522
+1,666
148
$419K 0.19%
3,835
-1,789
149
$414K 0.18%
15,480
+1,440
150
$414K 0.18%
6,289
+1,751
4 5
6
7 8