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
126
$730K 0.17%
12,482
-484
127
$726K 0.17%
9,950
-51
128
$726K 0.17%
1,927
+554
129
$717K 0.16%
25,242
+5,432
130
$714K 0.16%
4,550
-97
131
$713K 0.16%
4,652
132
$685K 0.16%
17,089
-60
133
$676K 0.15%
6,562
-408
134
$676K 0.15%
7,544
+34
135
$674K 0.15%
7,045
-1,386
136
$674K 0.15%
6,037
-265
137
$670K 0.15%
2,485
-94
138
$669K 0.15%
+3,326
139
$664K 0.15%
1,883
+1
140
$662K 0.15%
2,410
+262
141
$623K 0.14%
1,176
-210
142
$617K 0.14%
18,821
+2,149
143
$615K 0.14%
17,777
-117
144
$611K 0.14%
12,216
-398
145
$609K 0.14%
4,252
-227
146
$605K 0.14%
35,200
+1,291
147
$588K 0.13%
1,323
+23
148
$587K 0.13%
3,265
+257
149
$582K 0.13%
13,163
-66
150
$568K 0.13%
7,909
+1,578
4 5
6
7 8