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
176
$332K 0.15%
11,061
-1,115
177
$329K 0.15%
+10,000
178
$328K 0.15%
4,210
+83
179
$321K 0.14%
3,627
+216
180
$320K 0.14%
7,661
+20
181
$319K 0.14%
3,141
+361
182
$319K 0.14%
7,024
+402
183
$319K 0.14%
+880
184
$318K 0.14%
4,230
+92
185
$315K 0.14%
+1,222
186
$315K 0.14%
3,867
+1
187
$313K 0.14%
5,766
188
$312K 0.14%
1,809
-27
189
$303K 0.13%
1,138
+30
190
$303K 0.13%
1,502
-28
191
$301K 0.13%
1,943
+575
192
$296K 0.13%
5,738
+50
193
$296K 0.13%
+5,990
194
$295K 0.13%
5,905
-28
195
$293K 0.13%
+4,813
196
$290K 0.13%
+2,277
197
$287K 0.13%
3,744
+141
198
$285K 0.13%
1,921
-1,548
199
$284K 0.13%
3,372
-65
200
$283K 0.13%
2,201
+63
6 7
8
9 10