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
351
$272K 0.04%
5,290
-455
352
$272K 0.04%
6,015
-21
353
$272K 0.04%
1,590
354
$271K 0.04%
9,547
+350
355
$271K 0.04%
535
-55
356
$270K 0.04%
26,558
-733
357
$267K 0.04%
1,988
-75
358
$266K 0.04%
1,897
-120
359
$262K 0.04%
1,523
-49
360
$261K 0.04%
282
-17
361
$256K 0.04%
3,250
-78
362
$254K 0.04%
5,599
363
$253K 0.04%
1,335
364
$252K 0.04%
198
-1
365
$252K 0.04%
1,857
-50
366
$250K 0.04%
4,353
-378
367
$249K 0.04%
+4,280
368
$249K 0.04%
+6,834
369
$247K 0.04%
+7,617
370
$246K 0.04%
5,996
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371
$245K 0.04%
22,107
+4,557
372
$244K 0.04%
1,585
-60
373
$243K 0.04%
4,643
-115
374
$240K 0.04%
2,530
-535
375
$239K 0.04%
+8,223
13 14
15
16 17