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
$392M
AUM Growth
-$66.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
405
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$627K
3
+$578K
4
TSLA icon
Tesla
TSLA
+$491K
5
SBNY
Signature Bank
SBNY
+$466K

Top Sells

1
+$2.25M
2
+$578K
3
+$469K
4
AVGO icon
Broadcom
AVGO
+$457K
5
MPC icon
Marathon Petroleum
MPC
+$443K

Sector Composition

1 Technology 24.69%
2 Consumer Discretionary 10.73%
3 Healthcare 9.08%
4 Industrials 6.4%
5 Communication Services 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
– –
-1,715
402
– –
-1,182
403
– –
-2,398
404
– –
-14,274
405
– –
-986
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