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
151
$413K 0.18%
4,393
+530
152
$413K 0.18%
88,880
-12,520
153
$412K 0.18%
4,701
-1,354
154
$408K 0.18%
6,894
+566
155
$406K 0.18%
1,504
+350
156
$401K 0.18%
2,467
-52
157
$398K 0.18%
+3,434
158
$393K 0.17%
6,460
159
$383K 0.17%
6,632
-517
160
$378K 0.17%
4,675
+203
161
$369K 0.16%
31,770
-825
162
$366K 0.16%
6,736
-3,162
163
$366K 0.16%
3,643
-149
164
$360K 0.16%
1,847
+170
165
$359K 0.16%
3,995
166
$352K 0.16%
21,505
-1,501
167
$352K 0.16%
5,147
-187
168
$347K 0.15%
1,335
+302
169
$344K 0.15%
3,110
-60
170
$337K 0.15%
5,100
171
$336K 0.15%
2,016
+729
172
$335K 0.15%
8,953
-145
173
$334K 0.15%
1,721
+221
174
$334K 0.15%
6,221
+1,090
175
$334K 0.15%
6,410
+1,141
5 6
7
8 9