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
126
$1.03M 0.16%
2,505
-10
127
$1.02M 0.16%
10,990
+4,920
128
$1.01M 0.16%
3,388
-33
129
$981K 0.15%
20,093
+345
130
$977K 0.15%
204,339
+19,439
131
$964K 0.15%
4,676
+3
132
$955K 0.15%
36,014
+4,805
133
$955K 0.15%
1,623
-544
134
$937K 0.15%
36,803
-828
135
$929K 0.15%
8,059
+368
136
$923K 0.14%
22,506
+295
137
$918K 0.14%
8,380
+1,321
138
$916K 0.14%
38,621
+2,063
139
$913K 0.14%
15,917
-1,699
140
$893K 0.14%
34,585
+2,326
141
$892K 0.14%
1,266
-39
142
$882K 0.14%
26,967
-5,092
143
$872K 0.14%
3,308
-1,004
144
$870K 0.14%
58,293
+16,697
145
$853K 0.13%
3,550
+195
146
$852K 0.13%
21,130
+855
147
$850K 0.13%
6,081
+10
148
$844K 0.13%
6,538
+292
149
$843K 0.13%
22,693
+2,864
150
$841K 0.13%
1,213
+315
4 5
6
7 8