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
326
$313K 0.05%
13,835
+820
327
$310K 0.05%
614
-42
328
$309K 0.05%
3,602
-229
329
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2,973
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330
$304K 0.05%
9,681
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331
$303K 0.05%
4,235
-68
332
$303K 0.05%
10,000
333
$296K 0.05%
8,159
-2,730
334
$295K 0.05%
5,939
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335
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1,720
-24
336
$292K 0.05%
470
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337
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8,706
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338
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+572
339
$287K 0.05%
8,614
-324
340
$286K 0.05%
11,925
341
$285K 0.04%
6,716
-246
342
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3,966
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343
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884
344
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6,992
-128
345
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346
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1,557
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347
$278K 0.04%
7,976
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348
$278K 0.04%
11,455
-268
349
$277K 0.04%
1,791
-150
350
$275K 0.04%
6,081
-110
12 13
14
15 16