1WA

180 Wealth Advisors Portfolio holdings

AUM $878M
1-Year Est. Return 37.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$458M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$1.66M
3
+$1.21M
4
TWLO icon
Twilio
TWLO
+$847K
5
SNOW icon
Snowflake
SNOW
+$572K

Top Sells

1
+$2.36M
2
+$978K
3
+$503K
4
NVDA icon
NVIDIA
NVDA
+$479K
5
NRG icon
NRG Energy
NRG
+$417K

Sector Composition

1 Technology 24.98%
2 Consumer Discretionary 11.45%
3 Healthcare 8.37%
4 Industrials 6.3%
5 Communication Services 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-1,711
377
– –
-1,889
378
– –
-24,974
379
– –
-2,300
380
– –
-2,137
381
– –
-2,548
382
– –
-17,867
383
– –
-2,589
384
– –
-2,086
385
– –
-71,469
386
– –
-10,633
387
– –
-28,260
388
– –
-4,992
389
– –
-336
390
– –
-791
391
– –
-2,333
392
– –
-13,850
393
– –
-1,307
394
– –
-867
395
– –
-1,365
396
– –
-1,085
397
– –
-1,514
398
– –
-6,182
399
– –
-560
12 13 14 15
16