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
1
$33.1M 7.58%
115,714
-1,243
2
$16.4M 3.74%
112,367
-1,216
3
$16M 3.66%
96,280
-4,020
4
$7.98M 1.83%
49,637
-259
5
$7.14M 1.63%
19,764
-269
6
$6.87M 1.57%
64,045
+2,205
7
$6.74M 1.54%
1,352,080
+983,240
8
$6.63M 1.52%
28,011
+132
9
$5.65M 1.29%
12,366
-267
10
$5.5M 1.26%
47,230
-1,053
11
$5.47M 1.25%
104,536
-1,984
12
$5.33M 1.22%
72,374
-616
13
$4.73M 1.08%
10,669
-128
14
$4.7M 1.08%
52,731
+152
15
$4.58M 1.05%
55,825
-71
16
$4.56M 1.04%
62,098
-319
17
$4.49M 1.03%
32,540
+280
18
$4.42M 1.01%
32,280
-3,040
19
$4.25M 0.97%
17,694
-1,222
20
$4.25M 0.97%
81,314
+4,818
21
$4.23M 0.97%
129,679
-1,947
22
$3.88M 0.89%
53,093
+9,482
23
$3.86M 0.88%
74,789
+229
24
$3.79M 0.87%
78,680
+3,010
25
$3.76M 0.86%
64,688
+1,679
1
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