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
51
$2.2M 0.5%
10,872
+1,175
52
$2.19M 0.49%
58,764
+9,069
53
$2.18M 0.49%
15,767
-366
54
$2.17M 0.49%
5,311
+72
55
$2.13M 0.48%
13,659
-104
56
$2.13M 0.48%
83,686
-13,814
57
$2.12M 0.48%
36,207
+3,810
58
$2.11M 0.48%
9,943
-44
59
$2.09M 0.47%
4,129
+74
60
$2.07M 0.47%
26,365
+2,152
61
$2.07M 0.47%
18,411
+1,236
62
$2.04M 0.46%
13,082
-778
63
$1.95M 0.44%
74,615
+4,026
64
$1.94M 0.44%
14,840
-73
65
$1.93M 0.44%
30,725
+2,311
66
$1.87M 0.42%
32,087
+6,273
67
$1.86M 0.42%
25,369
-7,428
68
$1.86M 0.42%
29,977
+3,793
69
$1.84M 0.41%
61,478
+598
70
$1.78M 0.4%
5,888
+205
71
$1.78M 0.4%
14,399
+1,179
72
$1.77M 0.4%
32,214
+1,843
73
$1.71M 0.38%
11,187
+1,157
74
$1.68M 0.38%
2,600
+108
75
$1.68M 0.38%
51,757
+3,020
1 2
3
4 5