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
176
$498K 0.11%
7,777
+1,275
177
$493K 0.11%
11,433
-114
178
$487K 0.11%
2,938
-193
179
$487K 0.11%
1,324
-99
180
$486K 0.11%
4,111
-55
181
$485K 0.11%
1,195
-6
182
$480K 0.11%
6,988
+781
183
$478K 0.11%
2,099
-12
184
$476K 0.11%
2,223
+164
185
$472K 0.11%
7,269
+754
186
$469K 0.11%
614
+106
187
$469K 0.11%
2,370
+1,025
188
$468K 0.11%
7,850
+103
189
$467K 0.11%
9,687
+2,995
190
$466K 0.11%
21,783
-236
191
$459K 0.11%
3,883
+900
192
$457K 0.1%
12,128
+3,836
193
$457K 0.1%
2,959
-62
194
$454K 0.1%
4,445
-457
195
$452K 0.1%
1,860
-68
196
$452K 0.1%
+1,063
197
$451K 0.1%
2,692
-7
198
$450K 0.1%
3,188
+8
199
$447K 0.1%
22,140
+1,910
200
$437K 0.1%
8,373
-130
6 7
8
9 10