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
276
$270K 0.06%
632
277
$268K 0.06%
1,249
+76
278
$266K 0.06%
1,783
+4
279
$266K 0.06%
6,685
-130
280
$266K 0.06%
4,961
-74
281
$265K 0.06%
4,935
+97
282
$264K 0.06%
605
+2
283
$263K 0.06%
4,560
+870
284
$262K 0.06%
7,779
+261
285
$261K 0.06%
1,769
-102
286
$257K 0.06%
10,401
+2,179
287
$255K 0.06%
1,538
+220
288
$252K 0.06%
22,463
+2,301
289
$251K 0.06%
2,055
+110
290
$250K 0.06%
1,091
+47
291
$248K 0.06%
66,440
+6,900
292
$248K 0.06%
1,590
-77
293
$246K 0.06%
7,490
+490
294
$245K 0.06%
28,859
+3,703
295
$244K 0.05%
8,368
+216
296
$241K 0.05%
29,326
+2,965
297
$240K 0.05%
3,070
+93
298
$239K 0.05%
468
-3
299
$237K 0.05%
683
+2
300
$236K 0.05%
4,115
+39
10 11
12
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