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
276
$390K 0.06%
2,059
+143
277
$390K 0.06%
17,677
-570
278
$390K 0.06%
3,702
+110
279
$387K 0.06%
7,939
+195
280
$387K 0.06%
8,431
281
$386K 0.06%
1,865
-75
282
$382K 0.06%
2,738
-435
283
$382K 0.06%
3,865
-230
284
$382K 0.06%
2,297
+5
285
$379K 0.06%
2,310
+77
286
$377K 0.06%
132,425
+19,685
287
$375K 0.06%
5,920
-424
288
$375K 0.06%
7,670
-502
289
$374K 0.06%
88,021
+18,240
290
$374K 0.06%
2,092
+136
291
$371K 0.06%
10,752
-178
292
$371K 0.06%
2,782
+61
293
$368K 0.06%
21,369
+4,206
294
$367K 0.06%
1,623
-358
295
$366K 0.06%
37,631
-2,549
296
$365K 0.06%
28,270
297
$363K 0.06%
3,788
+45
298
$360K 0.06%
696
-57
299
$359K 0.06%
82,045
+16,225
300
$356K 0.06%
24,207
-1,509
10 11
12
13 14