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
151
$810K 0.13%
76,605
+3,194
152
$806K 0.13%
3,363
-184
153
$798K 0.13%
1,876
154
$796K 0.12%
1,790
+149
155
$778K 0.12%
1,477
-49
156
$772K 0.12%
18,557
+578
157
$760K 0.12%
17,282
-906
158
$756K 0.12%
157,171
+4,887
159
$750K 0.12%
48,057
-7,937
160
$748K 0.12%
8,161
-1,034
161
$746K 0.12%
22,781
-86
162
$740K 0.12%
33,683
+896
163
$738K 0.12%
15,863
164
$737K 0.12%
2,456
+10
165
$734K 0.12%
21,218
166
$733K 0.11%
3,904
-62
167
$729K 0.11%
3,135
+39
168
$724K 0.11%
15,230
+206
169
$721K 0.11%
6,529
+24
170
$718K 0.11%
8,407
-96
171
$714K 0.11%
29,769
+461
172
$710K 0.11%
8,371
+240
173
$705K 0.11%
12,255
+565
174
$704K 0.11%
2,227
+43
175
$697K 0.11%
23,849
+5,757
5 6
7
8 9