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
201
$278K 0.12%
7,852
-172
202
$276K 0.12%
2,835
-33
203
$270K 0.12%
5,998
-276
204
$267K 0.12%
2,119
-338
205
$262K 0.12%
1,563
-34
206
$261K 0.12%
+1,366
207
$257K 0.11%
5,446
+68
208
$257K 0.11%
2,674
209
$256K 0.11%
+5,439
210
$253K 0.11%
5,950
-352
211
$250K 0.11%
6,827
+1,009
212
$248K 0.11%
12,035
-315
213
$248K 0.11%
5,966
-3,510
214
$247K 0.11%
3,327
215
$244K 0.11%
+3,716
216
$242K 0.11%
2,146
-786
217
$242K 0.11%
9,982
218
$242K 0.11%
4,929
-50
219
$240K 0.11%
2,561
+60
220
$238K 0.11%
+9,304
221
$236K 0.1%
7,414
-2,373
222
$230K 0.1%
2,634
223
$224K 0.1%
1,691
-279
224
$224K 0.1%
1,552
225
$223K 0.1%
1,928
-22
7 8
9
10 11