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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 | |
|---|---|---|---|---|---|---|
351
Spotify
SPOT
$108B
| $317K | 0.04% |
654
-54
| -8% | -$27.1K |
|
352
Canadian Natural Resources
CNQ
$96.9B
| $316K | 0.04% |
6,490
-353
| -5% | -$14.5K |
|
353
Novartis
NVS
$302B
| $310K | 0.04% |
2,028
-129
| -6% | -$19.8K |
|
354
Range Nuclear Renaissance Index ETF
NUKZ
$732M
| $309K | 0.04% |
4,701
+342
| +8% | +$23.8K |
|
355
National Grid
NGG
$79.3B
| $309K | 0.04% |
3,655
-50
| -1% | -$4.31K |
|
356
Expeditors International
EXPD
$22.3B
| $306K | 0.03% |
2,135
-8
| -0.4% | -$1.22K |
|
357
Vanguard Morningstar Mega Cap Growth ETF
MGK
$31.3B
| $305K | 0.03% |
4,155
| – | – |
|
358
Kimberly-Clark
KMB
$37.6B
| $303K | 0.03% |
3,143
-161
| -5% | -$16.5K |
|
359
Tandem Diabetes Care
TNDM
$1.27B
| $302K | 0.03% |
15,763
+2,320
| +17% | +$50.4K |
|
360
iShares Core Universal USD Bond ETF
IUSB
$42.9B
| $301K | 0.03% |
6,527
+464
| +8% | +$21.6K |
|
361
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.2B
| $300K | 0.03% |
3,620
-429
| -11% | -$35.9K |
|
362
Ford
F
$60.9B
| $298K | 0.03% |
25,862
-5,969
| -19% | -$78.6K |
|
363
Zoetis
ZTS
$32.7B
| $298K | 0.03% |
2,521
+14
| +0.6% | +$1.73K |
|
364
Bumble
BMBL
$387M
| $291K | 0.03% |
89,244
+23,446
| +36% | +$78K |
|
365
Direxion Daily TSLA Bull 2X ETF
TSLL
$2.26B
| $291K | 0.03% |
23,942
+4,000
| +20% | +$62.4K |
|
366
Progressive
PGR
$128B
| $290K | 0.03% |
1,463
-136
| -9% | -$28.1K |
|
367
Elastic
ESTC
$6.7B
| $288K | 0.03% |
5,764
+1,358
| +31% | +$83.4K |
|
368
Honda
HMC
$39.8B
| $288K | 0.03% |
11,832
-958
| -7% | -$27.8K |
|
369
Edison International
EIX
$30.3B
| $286K | 0.03% |
3,911
+525
| +16% | +$35.4K |
|
370
Delta Air Lines
DAL
$56.7B
| $284K | 0.03% |
4,271
-91
| -2% | -$6.13K |
|
371
SentinelOne
S
$6.35B
| $283K | 0.03% |
21,993
+3,750
| +21% | +$52.1K |
|
372
iShares MSCI Japan ETF
EWJ
$21.2B
| $283K | 0.03% |
3,347
-476
| -12% | -$41.2K |
|
373
Global X Silver Miners ETF NEW
SIL
$3.93B
| $279K | 0.03% |
3,102
-770
| -20% | -$75.9K |
|
374
AerCap
AER
$23.4B
| $279K | 0.03% |
2,032
-109
| -5% | -$15.6K |
|
375
State Street Health Care Select Sector SPDR ETF
XLV
$42.9B
| $278K | 0.03% |
1,898
-220
| -10% | -$33.9K |
|
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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.