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180 Wealth Advisors Portfolio holdings
AUM
$997M
1-Year Est. Return
47.84%
This Fund
S&P 500
This Quarter
Est. Return
+0.22%
1 Year Est. Return
+47.84%
3 Year Est. Return
+135.74%
5 Year Est. Return
+171.8%
10 Year Est. Return
–
AUM
$880M
AUM Growth
+$1.49M
(+0.17%)
Cap. Flow
+$35.4M
Cap. Flow
% of AUM
4.02%
Top 10 Holdings %
Top 10 Hldgs %
23.83%
Holding
500
New
30
Increased
233
Reduced
191
Closed
28
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
MannKind Corp
MNKD
|
+$5.95M |
| 2 |
AXON
Axon Enterprise
AXON
|
+$3.22M |
| 3 |
CRWV
CoreWeave
CRWV
|
+$1.57M |
| 4 |
Vanguard International Dividend Appreciation ETF
VIGI
|
+$1.42M |
| 5 |
Hycroft Mining Holding Corp
HYMC
|
+$1.28M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
CYBR
CyberArk
CYBR
|
+$1.51M |
| 2 |
Goldman Sachs
GS
|
+$1.2M |
| 3 |
Kroger
KR
|
+$1.19M |
| 4 |
Xylem
XYL
|
+$1.08M |
| 5 |
Synopsys
SNPS
|
+$839K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 26% |
| 2 | Healthcare | 7.33% |
| 3 | Consumer Discretionary | 6.91% |
| 4 | Industrials | 5.8% |
| 5 | Communication Services | 5.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
iShares Core S&P Mid-Cap ETF
IJH
$121B
| $520K | 0.06% |
7,694
-2,537
| -25% | -$176K |
|
277
Kinder Morgan
KMI
$70.9B
| $517K | 0.06% |
15,424
+98
| +0.6% | +$3.06K |
|
|
XYZ
278
Block Inc
XYZ
$48.9B
| $515K | 0.06% |
8,557
+15
| +0.2% | +$912 |
|
279
Textron
TXT
$14.9B
| $514K | 0.06% |
5,875
+2,762
| +89% | +$258K |
|
280
TotalEnergies
TTE
$193B
| $501K | 0.06% |
+5,510
| New | +$421K |
|
281
ConocoPhillips
COP
$144B
| $495K | 0.06% |
3,754
-36
| -0.9% | -$3.99K |
|
282
UnitedHealth
UNH
$382B
| $495K | 0.06% |
1,830
+555
| +44% | +$165K |
|
283
iShares Select Dividend ETF
DVY
$23.8B
| $494K | 0.06% |
3,265
+1
| +0% | +$151 |
|
284
iShares MSCI Emerging Markets ETF
EEM
$27.5B
| $491K | 0.06% |
8,649
-25
| -0.3% | -$1.47K |
|
285
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
$642M
| $490K | 0.06% |
7,405
+345
| +5% | +$23.3K |
|
|
MASI
286
DELISTED
Masimo
MASI
| $485K | 0.06% |
2,728
+66
| +2% | +$10.4K |
|
287
NIO
NIO
$11.9B
| $482K | 0.05% |
80,015
-2,012
| -2% | -$10.2K |
|
288
Consolidated Edison
ED
$41.4B
| $480K | 0.05% |
4,239
-31
| -0.7% | -$3.36K |
|
289
Lincoln National
LNC
$7.92B
| $470K | 0.05% |
13,232
+39
| +0.3% | +$1.5K |
|
290
DigitalOcean
DOCN
$12.5B
| $461K | 0.05% |
5,377
-695
| -11% | -$43.8K |
|
291
Skyworks Solutions
SWKS
$9.2B
| $459K | 0.05% |
8,580
+741
| +9% | +$43.1K |
|
292
Joby Aviation
JOBY
$6.54B
| $457K | 0.05% |
55,282
+36,485
| +194% | +$411K |
|
293
Nutanix
NTNX
$16.1B
| $454K | 0.05% |
11,953
+1,251
| +12% | +$52.7K |
|
|
CTRA
294
DELISTED
Coterra Energy
CTRA
| $446K | 0.05% |
12,679
-50
| -0.4% | -$1.5K |
|
295
FT Vest Gold Strategy Target Income ETF
IGLD
$508M
| $442K | 0.05% |
17,304
+1,276
| +8% | +$34.5K |
|
296
Fidelity High Dividend ETF
FDVV
$10.1B
| $437K | 0.05% |
7,905
-30
| -0.4% | -$1.73K |
|
297
Vanguard Mid-Cap ETF
VO
$106B
| $433K | 0.05% |
6,032
-84
| -1% | -$6.24K |
|
298
Tenet Healthcare
THC
$22.2B
| $433K | 0.05% |
2,292
-136
| -6% | -$28.7K |
|
299
Cheniere Energy
LNG
$54.2B
| $429K | 0.05% |
1,513
-103
| -6% | -$23.8K |
|
300
Synchrony
SYF
$24.4B
| $428K | 0.05% |
6,286
+15
| +0.2% | +$1.09K |
|
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180 Wealth Advisors's Q1 2026 Portfolio in Review
As of Q1 2026, 180 Wealth Advisors held 500 positions worth $880M, up 0.17% from $878M the previous quarter. Its ten largest holdings account for 24% of the portfolio.
180 Wealth Advisors deployed $35.4M of net new capital in Q1 2026, opening 30 new positions and adding to 233 existing holdings. Its largest new stake was Hycroft Mining Holding Corp: 33,061 shares worth $1.16M.
By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 28% a quarter earlier, followed by Healthcare and Consumer Discretionary.
On the sell side, the largest reduction was Goldman Sachs, an estimated $1.2M trimmed.
- 180 Wealth Advisors's largest Q1 2026 buy was Hycroft Mining Holding Corp: 33,061 shares worth $1.16M.
- 180 Wealth Advisors added most to MannKind Corp in Q1 2026, an estimated $5.95M increase.
- 180 Wealth Advisors's biggest Q1 2026 reduction was Goldman Sachs, cutting an estimated $1.2M.
- 180 Wealth Advisors fully exited CyberArk in Q1 2026, selling an estimated $1.51M.
- 180 Wealth Advisors's ten largest holdings make up 24% of its $880M portfolio in Q1 2026.
- 180 Wealth Advisors opened 30 new positions and closed 28 in Q1 2026.
- 180 Wealth Advisors's portfolio value rose 0.17% quarter-over-quarter to $880M.
Based on 180 Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.