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
$638M
AUM Growth
+$3.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
469
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$970K
3
+$624K
4
TDF
Templeton Dragon Fund
TDF
+$603K
5
VST icon
Vistra
VST
+$600K

Top Sells

1
+$3.27M
2
+$2.15M
3
+$2.02M
4
XOM icon
Exxon Mobil
XOM
+$1.31M
5
ANET icon
Arista Networks
ANET
+$1.16M

Sector Composition

1 Technology 29.11%
2 Consumer Discretionary 10.59%
3 Healthcare 7.43%
4 Communication Services 6.06%
5 Industrials 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$585K 0.09%
15,318
+685
202
$582K 0.09%
112,168
+13,177
203
$573K 0.09%
9,192
+1,061
204
$565K 0.09%
+5,339
205
$564K 0.09%
1,946
-72
206
$560K 0.09%
5,025
-199
207
$557K 0.09%
951
208
$554K 0.09%
2,288
-15
209
$551K 0.09%
15,456
+1,189
210
$548K 0.09%
8,357
+60
211
$547K 0.09%
6,129
+24
212
$543K 0.09%
9,178
-756
213
$543K 0.09%
2,199
-96
214
$542K 0.08%
+1,960
215
$539K 0.08%
60,750
+8,847
216
$532K 0.08%
7,567
+1,412
217
$530K 0.08%
4,048
+40
218
$530K 0.08%
1,610
+9
219
$525K 0.08%
64,497
-14,385
220
$525K 0.08%
6,938
-2,591
221
$519K 0.08%
6,332
-373
222
$515K 0.08%
49,545
-2,700
223
$507K 0.08%
9,594
+3,806
224
$506K 0.08%
2,471
-534
225
$497K 0.08%
8,679
+1,553
7 8
9
10 11