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
301
$234K 0.05%
+3,294
302
$234K 0.05%
3,347
303
$232K 0.05%
560
-5
304
$231K 0.05%
7,181
+118
305
$230K 0.05%
3,524
-115
306
$228K 0.05%
4,730
+11
307
$227K 0.05%
2,382
-6
308
$226K 0.05%
46,515
+2,732
309
$225K 0.05%
7,636
+866
310
$225K 0.05%
6,696
+185
311
$225K 0.05%
3,138
-5
312
$222K 0.05%
23,430
+2,090
313
$221K 0.05%
2,578
-775
314
$221K 0.05%
2,279
-14
315
$217K 0.05%
3,477
+310
316
$217K 0.05%
8,173
-41
317
$216K 0.05%
+1,794
318
$215K 0.05%
3,565
-8
319
$215K 0.05%
4,068
-40
320
$214K 0.05%
19,713
-9,664
321
$213K 0.05%
2,232
-130
322
$212K 0.05%
655
+26
323
$212K 0.05%
6,738
+145
324
$211K 0.05%
4,554
+306
325
$210K 0.05%
1,825
11 12
13
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