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
401
$211K 0.03%
18,367
+1,870
402
$211K 0.03%
+1,069
403
$211K 0.03%
+609
404
$210K 0.03%
+1,846
405
$209K 0.03%
+1,816
406
$207K 0.03%
18,865
407
$207K 0.03%
1,544
-97
408
$205K 0.03%
4,364
+663
409
$205K 0.03%
1,747
-218
410
$204K 0.03%
+2,416
411
$204K 0.03%
+6,492
412
$204K 0.03%
6,589
-427
413
$201K 0.03%
+2,202
414
$200K 0.03%
534
-26
415
$196K 0.03%
18,775
-3,877
416
$193K 0.03%
78,655
+26,250
417
$192K 0.03%
14,324
-6,125
418
$178K 0.03%
36,666
-3,687
419
$170K 0.03%
25,775
+8,320
420
$160K 0.03%
20,800
+890
421
$145K 0.02%
100,701
-1,154
422
$145K 0.02%
26,600
-1,200
423
$130K 0.02%
10,642
+25
424
$126K 0.02%
28,012
+100
425
$122K 0.02%
12,511
-27
15 16
17
18 19