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
301
$355K 0.06%
12,803
+150
302
$354K 0.06%
9,529
+1,035
303
$354K 0.06%
1,117
-39
304
$353K 0.06%
2,761
+29
305
$349K 0.06%
156,652
+5,240
306
$347K 0.05%
2,760
-115
307
$344K 0.05%
2,552
+573
308
$344K 0.05%
1,313
+3
309
$340K 0.05%
6,011
+75
310
$338K 0.05%
12,632
+1,838
311
$338K 0.05%
5,134
-360
312
$336K 0.05%
6,159
+1,615
313
$336K 0.05%
5,048
-393
314
$333K 0.05%
5,036
315
$330K 0.05%
17,090
-355
316
$329K 0.05%
1,490
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317
$328K 0.05%
558
-155
318
$322K 0.05%
1,319
319
$321K 0.05%
5,788
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320
$321K 0.05%
1,159
-155
321
$321K 0.05%
6,673
+1,562
322
$317K 0.05%
15,934
-608
323
$315K 0.05%
3,823
-40
324
$314K 0.05%
4,095
325
$314K 0.05%
2,303
+755
11 12
13
14 15