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
176
$499K 0.11%
6,792
-1,094
177
$497K 0.11%
8,577
+467
178
$495K 0.11%
2,841
-50
179
$487K 0.11%
4,993
+822
180
$479K 0.11%
12,160
-220
181
$477K 0.11%
17,520
+1,439
182
$475K 0.11%
8,542
+1,283
183
$471K 0.11%
7,962
+1,266
184
$471K 0.11%
10,844
-200
185
$466K 0.1%
16,681
+233
186
$462K 0.1%
9,594
+5,256
187
$459K 0.1%
4,187
-319
188
$457K 0.1%
3,746
-227
189
$456K 0.1%
3,179
+66
190
$455K 0.1%
1,281
-29
191
$455K 0.1%
3,249
+763
192
$455K 0.1%
+5,709
193
$451K 0.1%
5,504
+55
194
$448K 0.1%
9,941
-390
195
$445K 0.1%
1,192
-34
196
$444K 0.1%
1,949
-625
197
$442K 0.1%
755
+134
198
$440K 0.1%
5,327
199
$435K 0.1%
8,425
+70
200
$435K 0.1%
1,898
+23
6 7
8
9 10