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
376
$238K 0.04%
1,815
377
$238K 0.04%
3,106
-333
378
$237K 0.04%
7,482
+215
379
$236K 0.04%
1,144
-64
380
$233K 0.04%
+4,352
381
$232K 0.04%
+25,536
382
$225K 0.04%
+610
383
$224K 0.04%
2,619
-48
384
$223K 0.04%
1,244
+7
385
$223K 0.04%
6,347
-203
386
$222K 0.04%
1,444
-52
387
$222K 0.03%
12,000
388
$221K 0.03%
+1,758
389
$221K 0.03%
1,368
+51
390
$220K 0.03%
2,442
-89
391
$219K 0.03%
+1,375
392
$219K 0.03%
+3,782
393
$218K 0.03%
19,287
-700
394
$217K 0.03%
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395
$216K 0.03%
34,321
+11,153
396
$215K 0.03%
906
+15
397
$215K 0.03%
16,690
+640
398
$213K 0.03%
4,263
-370
399
$212K 0.03%
30,531
+8,631
400
$212K 0.03%
+471
14 15
16
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