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
126
$763K 0.17%
7,003
+2,766
127
$752K 0.17%
9,459
+10
128
$720K 0.16%
9,293
+338
129
$714K 0.16%
2,030
-47
130
$703K 0.16%
4,299
+35
131
$694K 0.16%
4,055
-1,989
132
$693K 0.16%
7,882
+673
133
$693K 0.16%
5,625
-100
134
$676K 0.15%
3,379
+710
135
$671K 0.15%
4,346
-306
136
$671K 0.15%
17,662
-390
137
$671K 0.15%
2,740
+284
138
$668K 0.15%
9,428
+1,619
139
$662K 0.15%
3,312
+23
140
$662K 0.15%
15,615
+4,230
141
$652K 0.15%
3,209
-135
142
$644K 0.14%
1,880
-3
143
$639K 0.14%
920
-143
144
$632K 0.14%
1,195
-40
145
$630K 0.14%
3,585
-201
146
$629K 0.14%
11,313
-1,930
147
$623K 0.14%
7,575
-465
148
$615K 0.14%
6,205
-232
149
$610K 0.14%
5,816
+356
150
$606K 0.14%
8,482
-245
4 5
6
7 8