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
251
$317K 0.07%
32,260
-5,196
252
$316K 0.07%
1,758
+122
253
$315K 0.07%
8,291
+100
254
$311K 0.07%
3,687
+239
255
$310K 0.07%
18,679
+249
256
$310K 0.07%
11,443
-111
257
$308K 0.07%
+1,008
258
$306K 0.07%
20,523
+2,583
259
$304K 0.07%
2,590
-14
260
$303K 0.07%
2,033
+136
261
$301K 0.07%
6,586
-300
262
$300K 0.07%
12,180
+1,316
263
$299K 0.07%
114,814
+35,708
264
$298K 0.07%
5,000
+2,000
265
$298K 0.07%
3,088
+150
266
$296K 0.07%
19,224
+47
267
$293K 0.07%
+16,898
268
$291K 0.07%
17,660
+1,430
269
$286K 0.06%
28,270
270
$285K 0.06%
7,829
+895
271
$285K 0.06%
3,217
+222
272
$277K 0.06%
3,648
-19
273
$276K 0.06%
12,365
+127
274
$276K 0.06%
7,770
+269
275
$274K 0.06%
2,906
-100
9 10
11
12 13