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
26
$4.7M 0.74%
81,618
+646
27
$4.59M 0.72%
46,281
-1,168
28
$4.42M 0.7%
67,814
+1,480
29
$4.4M 0.69%
45,098
-1,098
30
$4.26M 0.67%
143,262
+7,082
31
$4.11M 0.65%
8,933
+218
32
$4.11M 0.65%
24,163
+383
33
$4.08M 0.64%
128,309
+12,867
34
$4.08M 0.64%
19,332
-261
35
$3.88M 0.61%
61,863
-7,044
36
$3.83M 0.6%
15,941
+179
37
$3.81M 0.6%
20,589
+741
38
$3.76M 0.59%
94,353
+8,496
39
$3.74M 0.59%
11,271
+74
40
$3.67M 0.58%
16,587
-438
41
$3.57M 0.56%
24,866
+1,684
42
$3.48M 0.55%
4,488
-285
43
$3.36M 0.53%
209,503
-2,009
44
$3.33M 0.52%
29,346
+786
45
$3.3M 0.52%
65,673
-571
46
$3.27M 0.51%
3,440
47
$3.19M 0.5%
15,788
-44
48
$3.16M 0.5%
27,495
+9,197
49
$3.14M 0.5%
11,437
+183
50
$3.13M 0.49%
78,815
+4,261
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