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1WA

180 Wealth Advisors Portfolio holdings

AUM $997M
1-Year Est. Return 47.84%
This Fund
S&P 500
This Quarter Est. Return
+22.12%
1 Year Est. Return
+47.84%
3 Year Est. Return
+135.74%
5 Year Est. Return
+171.8%
10 Year Est. Return
–
AUM
$997M
AUM Growth
+$118M
Cap. Flow
+$8.08M
Cap. Flow %
0.81%
Top 10 Hldgs %
22.96%
Holding
515
New
43
Increased
193
Reduced
240
Closed
22

Top Buys

Rank Stock Value
1
AZN icon
AstraZeneca
AZN
+$3.86M
2
BG icon
Bunge Global
BG
+$3.23M
3
MNKD icon
MannKind Corp
MNKD
+$2.17M
4
HYMC icon
Hycroft Mining Holding Corp
HYMC
+$2.08M
5
VLO icon
Valero Energy
VLO
+$1.3M

Top Sells

Rank Stock Value
1
TGT icon
Target
TGT
+$3.97M
2
INTC icon
Intel
INTC
+$3.32M
3
MDT icon
Medtronic
MDT
+$2.41M
4
GS icon
Goldman Sachs
GS
+$1.08M
5
NVDA icon
NVIDIA
NVDA
+$1M

Sector Composition

Rank Sector Weight
1 Technology 30.63%
2 Miscellaneous 28.57%
3 Healthcare 8.36%
4 Consumer Discretionary 6.88%
5 Industrials 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LNG icon
351
Cheniere Energy
LNG
$58.3B
$360K 0.04%
1,508
-5
-0.3% -$1.25K
LIN icon
352
Linde
LIN
$226B
$360K 0.04%
694
-46
-6% -$23.3K
O icon
353
Realty Income
O
$58.6B
$356K 0.04%
5,752
-454
-7% -$28.3K
SYF icon
354
Synchrony
SYF
$25.4B
$356K 0.04%
4,678
-1,608
-26% -$118K
MDB icon
355
MongoDB
MDB
$35.9B
$353K 0.04%
1,051
+2
+0.2% +$600
NUGT icon
356
Direxion Daily Gold Miners Index Bull 2X ETF
NUGT
$1.4B
$352K 0.04%
3,011
+132
+5% +$22.4K
KMB icon
357
Kimberly-Clark
KMB
$36.4B
$352K 0.04%
3,206
+63
+2% +$6.24K
F icon
358
Ford
F
$55.3B
$351K 0.04%
25,262
-600
-2% -$8.1K
TXT icon
359
Textron
TXT
$14.3B
$350K 0.04%
3,814
-2,061
-35% -$187K
DRI icon
360
Darden Restaurants
DRI
$24.5B
$346K 0.03%
1,680
-28
-2% -$5.61K
ESTC icon
361
Elastic
ESTC
$10.5B
$344K 0.03%
6,027
+263
+5% +$14.1K
XLV icon
362
State Street Health Care Select Sector SPDR ETF
XLV
$44.5B
$344K 0.03%
2,166
+268
+14% +$39.9K
EXPD icon
363
Expeditors International
EXPD
$24.8B
$342K 0.03%
2,096
-39
-2% -$6.03K
VKTX icon
364
Viking Therapeutics
VKTX
$3.75B
$341K 0.03%
+8,753
New +$283K
KD icon
365
Kyndryl
KD
$2.88B
$340K 0.03%
30,086
+1,265
+4% +$15.8K
IVE icon
366
iShares S&P 500 Value ETF
IVE
$50.2B
$335K 0.03%
1,476
-135
-8% -$30.2K
NOK icon
367
Nokia
NOK
$57.2B
$335K 0.03%
25,221
-1,669
-6% -$21.5K
HOOD icon
368
Robinhood
HOOD
$93.7B
$335K 0.03%
3,337
+227
+7% +$19K
FLEX icon
369
Flex
FLEX
$40.8B
$331K 0.03%
+2,045
New +$248K
MGK icon
370
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.6B
$330K 0.03%
3,755
-400
-10% -$34.1K
TSLL icon
371
Direxion Daily TSLA Bull 2X ETF
TSLL
$3.6B
$328K 0.03%
23,156
-786
-3% -$10.5K
ESLT icon
372
Elbit Systems
ESLT
$33.2B
$325K 0.03%
428
+25
+6% +$20.8K
NVS icon
373
Novartis
NVS
$292B
$323K 0.03%
2,061
+33
+2% +$4.95K
INDA icon
374
iShares MSCI India ETF
INDA
$6.61B
$318K 0.03%
6,435
+1,835
+40% +$89.5K
AVAV icon
375
AeroVironment
AVAV
$7.52B
$316K 0.03%
1,912
+610
+47% +$109K
13 14
15
16 17

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AWP
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180 Wealth Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, 180 Wealth Advisors held 515 positions worth $997M, up 13% from $880M the previous quarter. Its ten largest holdings account for 23% of the portfolio.

180 Wealth Advisors's Q2 2026 filing shows 43 new, 193 increased, 240 reduced and 22 closed positions. Its largest new stake was AstraZeneca: 20,498 shares worth $3.89M. The largest sale was Target, an estimated $3.97M.

By sector, the portfolio is most concentrated in Technology at 31% of assets, up from 26% a quarter earlier, followed by Miscellaneous and Healthcare.

  • 180 Wealth Advisors's largest Q2 2026 buy was AstraZeneca: 20,498 shares worth $3.89M.
  • 180 Wealth Advisors added most to MannKind Corp in Q2 2026, an estimated $2.17M increase.
  • 180 Wealth Advisors's biggest Q2 2026 reduction was Intel, cutting an estimated $3.32M.
  • 180 Wealth Advisors fully exited Target in Q2 2026, selling an estimated $3.97M.
  • 180 Wealth Advisors's ten largest holdings make up 23% of its $997M portfolio in Q2 2026.
  • 180 Wealth Advisors opened 43 new positions and closed 22 in Q2 2026.
  • 180 Wealth Advisors's portfolio value rose 13% quarter-over-quarter to $997M.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.