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
151
$602K 0.14%
20,213
+1,352
152
$600K 0.13%
5,051
+194
153
$595K 0.13%
4,153
-20
154
$586K 0.13%
9,259
-696
155
$585K 0.13%
6,276
+41
156
$576K 0.13%
14,903
+5,040
157
$572K 0.13%
2,453
+268
158
$569K 0.13%
36,478
+26,220
159
$560K 0.13%
18,868
-2,908
160
$555K 0.12%
8,177
+3,157
161
$550K 0.12%
31,638
-436
162
$544K 0.12%
8,848
-328
163
$539K 0.12%
18,917
-125
164
$535K 0.12%
2,100
-42
165
$525K 0.12%
15,394
-1,046
166
$523K 0.12%
1,672
+443
167
$520K 0.12%
10,910
-1,306
168
$519K 0.12%
23,240
+950
169
$517K 0.12%
2,416
+26
170
$512K 0.11%
8,466
-519
171
$511K 0.11%
7,039
-80
172
$510K 0.11%
2,523
-255
173
$503K 0.11%
+6,182
174
$502K 0.11%
2,064
-402
175
$502K 0.11%
12,761
+973
5 6
7
8 9