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
251
$446K 0.07%
6,155
+3,246
252
$444K 0.07%
68,237
-7,797
253
$432K 0.07%
6,673
+762
254
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7,994
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255
$424K 0.07%
912
-45
256
$423K 0.07%
8,360
-530
257
$421K 0.07%
1,528
-65
258
$419K 0.07%
6,722
-144
259
$419K 0.07%
1,532
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260
$418K 0.07%
7,252
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261
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+7,126
262
$408K 0.06%
1,601
-46
263
$407K 0.06%
20,931
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264
$407K 0.06%
+2,530
265
$405K 0.06%
43,322
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266
$403K 0.06%
40,187
+7,135
267
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2,457
-26
268
$400K 0.06%
633
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269
$400K 0.06%
6,188
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270
$398K 0.06%
37,694
-11,527
271
$398K 0.06%
1,926
-134
272
$395K 0.06%
8,650
-153
273
$395K 0.06%
733
-143
274
$391K 0.06%
45,906
-1,195
275
$391K 0.06%
10,148
-3,838
9 10
11
12 13