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
$444M
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$940K
2
+$794K
3
+$751K
4
CROX icon
Crocs
CROX
+$665K
5
ILMN icon
Illumina
ILMN
+$652K

Top Sells

1
+$2.68M
2
+$647K
3
+$565K
4
GS icon
Goldman Sachs
GS
+$563K
5
COR icon
Cencora
COR
+$552K

Sector Composition

1 Technology 27.09%
2 Consumer Discretionary 10.54%
3 Healthcare 7.79%
4 Communication Services 6.25%
5 Industrials 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.22M 0.73%
188,458
+19,435
27
$3.19M 0.72%
227,292
-7,159
28
$3.17M 0.71%
153,024
+3,075
29
$3.06M 0.69%
34,392
-1,776
30
$3.02M 0.68%
80,049
+19,936
31
$2.95M 0.66%
39,297
-2,262
32
$2.9M 0.65%
28,151
+1,345
33
$2.85M 0.64%
19,684
+1,210
34
$2.84M 0.64%
14,798
-232
35
$2.77M 0.62%
13,312
+457
36
$2.66M 0.6%
30,666
+1,507
37
$2.65M 0.6%
74,475
-4,287
38
$2.62M 0.59%
123,255
+3,862
39
$2.6M 0.58%
5,150
+190
40
$2.58M 0.58%
11,218
+427
41
$2.53M 0.57%
295,473
+42,939
42
$2.53M 0.57%
7,225
+43
43
$2.47M 0.56%
5,605
+148
44
$2.46M 0.55%
17,563
-219
45
$2.39M 0.54%
259,153
+47,764
46
$2.36M 0.53%
43,972
+2,227
47
$2.34M 0.53%
32,387
-949
48
$2.29M 0.52%
15,732
+713
49
$2.22M 0.5%
19,983
+265
50
$2.21M 0.5%
34,333
+16
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