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
201
$436K 0.1%
11,556
-894
202
$433K 0.1%
7,456
+1,224
203
$433K 0.1%
745
+70
204
$432K 0.1%
7,226
+208
205
$431K 0.1%
5,967
-18,308
206
$429K 0.1%
2,319
+17
207
$424K 0.1%
7,510
-115
208
$423K 0.1%
1,952
-170
209
$420K 0.1%
11,014
-140
210
$417K 0.1%
15,592
+315
211
$412K 0.09%
715
+54
212
$407K 0.09%
5,327
+140
213
$398K 0.09%
+6,810
214
$398K 0.09%
6,060
215
$397K 0.09%
1,160
+341
216
$395K 0.09%
5,782
+703
217
$391K 0.09%
6,695
-120
218
$390K 0.09%
5,017
-192
219
$390K 0.09%
1,306
+3
220
$390K 0.09%
7,046
-841
221
$388K 0.09%
9,075
+1,478
222
$386K 0.09%
6,011
-225
223
$385K 0.09%
5,002
+1,157
224
$385K 0.09%
3,796
-309
225
$377K 0.09%
11,297
+1,012
7 8
9
10 11