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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 | |
|---|---|---|---|---|---|---|
326
GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF
NVDL
$3B
| $362K | 0.04% |
14,979
+3,891
| +35% | +$108K |
|
|
XIFR
327
XPLR Infrastructure LP
XIFR
$1.04B
| $357K | 0.04% |
33,618
+757
| +2% | +$7.79K |
|
328
Toronto Dominion Bank
TD
$193B
| $355K | 0.04% |
3,808
-251
| -6% | -$23.9K |
|
329
CRISPR Therapeutics
CRSP
$4.69B
| $353K | 0.04% |
7,429
+102
| +1% | +$5.38K |
|
330
Deere & Co
DE
$165B
| $352K | 0.04% |
625
-13
| -2% | -$7.33K |
|
331
HCA Healthcare
HCA
$90.6B
| $351K | 0.04% |
742
-38
| -5% | -$19.1K |
|
332
L3Harris
LHX
$55.4B
| $350K | 0.04% |
1,013
+10
| +1% | +$3.5K |
|
333
Simon Property Group
SPG
$76.4B
| $350K | 0.04% |
1,874
-2
| -0.1% | -$381 |
|
334
Elbit Systems
ESLT
$36B
| $342K | 0.04% |
403
-7
| -2% | -$5.39K |
|
335
Unity
U
$14B
| $341K | 0.04% |
15,535
+5,074
| +49% | +$141K |
|
336
iShares S&P 500 Value ETF
IVE
$49.1B
| $340K | 0.04% |
1,611
+396
| +33% | +$85.7K |
|
337
MetLife
MET
$62.4B
| $339K | 0.04% |
4,794
-148
| -3% | -$11.1K |
|
338
Texas Instruments
TXN
$248B
| $339K | 0.04% |
1,744
-6
| -0.3% | -$1.22K |
|
339
Cloudflare
NET
$96B
| $338K | 0.04% |
1,637
+29
| +2% | +$5.53K |
|
|
GRID
340
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$10.8B
| $336K | 0.04% |
2,054
+451
| +28% | +$75K |
|
341
Darden Restaurants
DRI
$24.3B
| $335K | 0.04% |
1,708
| – | – |
|
342
iShares Core S&P Total US Stock Market ETF
ITOT
$92.3B
| $334K | 0.04% |
2,345
-2
| -0.1% | -$297 |
|
343
Qorvo
QRVO
$7.9B
| $330K | 0.04% |
4,269
| – | – |
|
344
Capital Group Dividend Value ETF
CGDV
$36.8B
| $330K | 0.04% |
7,753
-100
| -1% | -$4.44K |
|
|
DFUS
345
Dimensional US Equity ETF
DFUS
$20.3B
| $329K | 0.04% |
+4,644
| New | +$344K |
|
346
State Street Industrial Select Sector SPDR ETF
XLI
$32.2B
| $329K | 0.04% |
2,035
+74
| +4% | +$12.4K |
|
347
Hasbro
HAS
$13.5B
| $328K | 0.04% |
+3,507
| New | +$328K |
|
348
Amphenol
APH
$185B
| $328K | 0.04% |
2,595
-104
| -4% | -$14.6K |
|
349
Mitsubishi UFJ Financial
MUFG
$247B
| $326K | 0.04% |
19,220
-100
| -0.5% | -$1.78K |
|
350
Vanguard Information Technology ETF
VGT
$133B
| $323K | 0.04% |
3,704
+40
| +1% | +$3.68K |
|
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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.