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
151
$565K 0.13%
2,600
+21
152
$562K 0.13%
8,727
-23
153
$561K 0.13%
17,037
-9
154
$559K 0.13%
4,173
-30
155
$553K 0.13%
8,432
+3,589
156
$550K 0.13%
19,252
+105
157
$548K 0.13%
2,116
+438
158
$548K 0.13%
2,875
-1,010
159
$543K 0.12%
2,030
-18
160
$534K 0.12%
4,559
-91
161
$528K 0.12%
2,651
-44
162
$526K 0.12%
9,080
+401
163
$524K 0.12%
12,194
-398
164
$524K 0.12%
1,736
+203
165
$521K 0.12%
6,613
-573
166
$520K 0.12%
4,887
-167
167
$518K 0.12%
5,163
+2,362
168
$516K 0.12%
9,505
-525
169
$515K 0.12%
9,070
-354
170
$511K 0.12%
13,300
-945
171
$510K 0.12%
2,962
-117
172
$507K 0.12%
14,203
-398
173
$503K 0.12%
21,632
+160
174
$503K 0.12%
1,050
+55
175
$499K 0.11%
2,140
-14
5 6
7
8 9