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
326
$209K 0.05%
1,379
327
$209K 0.05%
21,625
-2,171
328
$208K 0.05%
+678
329
$204K 0.05%
5,515
-13,657
330
$204K 0.05%
+4,745
331
$204K 0.05%
1,880
-4,033
332
$204K 0.05%
2,745
+273
333
$204K 0.05%
+6,762
334
$204K 0.05%
1,882
-70
335
$202K 0.05%
+16,232
336
$201K 0.05%
+1,675
337
$201K 0.05%
884
338
$200K 0.05%
1,145
339
$200K 0.05%
+2,682
340
$199K 0.04%
12,197
+137
341
$193K 0.04%
12,000
342
$172K 0.04%
19,352
343
$172K 0.04%
+28,595
344
$167K 0.04%
11,492
+582
345
$165K 0.04%
17,468
+347
346
$164K 0.04%
35,900
+3,508
347
$162K 0.04%
36,560
+3,510
348
$155K 0.04%
13,522
+780
349
$144K 0.03%
13,000
350
$141K 0.03%
34,690
+3,709
12 13
14
15 16