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
$635M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$1.06M
3
+$949K
4
SYM icon
Symbotic
SYM
+$892K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$730K

Top Sells

1
+$902K
2
+$640K
3
+$535K
4
NVDA icon
NVIDIA
NVDA
+$506K
5
AMZN icon
Amazon
AMZN
+$498K

Sector Composition

1 Technology 27.95%
2 Consumer Discretionary 9.9%
3 Healthcare 7.7%
4 Communication Services 6.04%
5 Industrials 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$507K 0.08%
8,131
+41
227
$506K 0.08%
6,595
+1,597
228
$503K 0.08%
78,882
+13,779
229
$503K 0.08%
5,224
-172
230
$501K 0.08%
3,005
+1,162
231
$495K 0.08%
5,016
-149
232
$492K 0.08%
10,447
+1,273
233
$491K 0.08%
8,514
+2,341
234
$489K 0.08%
2,479
-7
235
$488K 0.08%
21,218
-26
236
$479K 0.08%
3,544
-48
237
$479K 0.08%
5,716
-4,440
238
$478K 0.08%
17,938
+183
239
$475K 0.07%
3,862
-763
240
$472K 0.07%
14,991
+808
241
$469K 0.07%
6,505
+313
242
$468K 0.07%
5,846
+120
243
$465K 0.07%
976
-71
244
$464K 0.07%
4,530
-2,102
245
$464K 0.07%
9,771
-531
246
$461K 0.07%
9,617
-2,587
247
$454K 0.07%
4,055
+130
248
$449K 0.07%
+3,079
249
$449K 0.07%
6,125
+171
250
$447K 0.07%
1,070
+1
8 9
10
11 12