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
426
$120K 0.02%
11,650
+45
427
$115K 0.02%
14,206
428
$112K 0.02%
10,621
429
$110K 0.02%
14,495
+597
430
$109K 0.02%
+12,297
431
$108K 0.02%
11,484
+713
432
$107K 0.02%
12,350
-119
433
$105K 0.02%
20,993
434
$98.7K 0.02%
68,300
+5,950
435
$98.6K 0.02%
44,000
+1,250
436
$91.7K 0.01%
37,596
+217
437
$71.3K 0.01%
40,301
-9,565
438
$67.2K 0.01%
16,500
439
$56.5K 0.01%
22,000
440
$55.4K 0.01%
4,109
+2,356
441
$38.7K 0.01%
+10,000
442
$38.5K 0.01%
2,750
443
$34.2K 0.01%
13,000
444
– –
-788
445
– –
-3,646
446
– –
-2,619
447
– –
-2,688
448
– –
-1,271
449
– –
-1,577
450
– –
-2,736
15 16 17
18
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