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
$444M
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$940K
2
+$794K
3
+$751K
4
CROX icon
Crocs
CROX
+$665K
5
ILMN icon
Illumina
ILMN
+$652K

Top Sells

1
+$2.68M
2
+$647K
3
+$565K
4
GS icon
Goldman Sachs
GS
+$563K
5
COR icon
Cencora
COR
+$552K

Sector Composition

1 Technology 27.09%
2 Consumer Discretionary 10.54%
3 Healthcare 7.79%
4 Communication Services 6.25%
5 Industrials 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$375K 0.08%
5,514
-211
227
$375K 0.08%
5,891
+3
228
$374K 0.08%
25,034
-175
229
$374K 0.08%
6,991
-780
230
$371K 0.08%
8,489
+177
231
$371K 0.08%
2,487
-89
232
$370K 0.08%
+1,619
233
$368K 0.08%
2,641
+12
234
$368K 0.08%
6,853
+393
235
$362K 0.08%
2,504
+7
236
$360K 0.08%
15,696
-385
237
$359K 0.08%
4,979
+34
238
$357K 0.08%
960
+71
239
$355K 0.08%
1,704
+46
240
$353K 0.08%
9,125
-155
241
$351K 0.08%
5,343
242
$347K 0.08%
8,985
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243
$346K 0.08%
1,436
244
$338K 0.08%
10,018
+398
245
$336K 0.08%
9,766
+420
246
$336K 0.08%
2,927
247
$335K 0.08%
6,705
+252
248
$331K 0.07%
2,309
+563
249
$325K 0.07%
5,612
+407
250
$320K 0.07%
8,991
+849
8 9
10
11 12