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
51
$2.99M 0.47%
33,185
+1,136
52
$2.96M 0.47%
17,400
+424
53
$2.95M 0.47%
40,234
+1,576
54
$2.95M 0.46%
5,046
-179
55
$2.92M 0.46%
9,054
+64
56
$2.87M 0.45%
10,143
-353
57
$2.87M 0.45%
26,258
+676
58
$2.83M 0.45%
19,207
+32
59
$2.78M 0.44%
35,322
-1,328
60
$2.77M 0.44%
10,112
-5
61
$2.76M 0.44%
55,387
-6,999
62
$2.71M 0.43%
41,610
+1,101
63
$2.7M 0.43%
20,706
-80
64
$2.65M 0.42%
20,957
+461
65
$2.64M 0.42%
40,776
+1,631
66
$2.62M 0.41%
11,265
+39
67
$2.58M 0.41%
33,050
-34
68
$2.58M 0.41%
28,201
-363
69
$2.55M 0.4%
4,828
-148
70
$2.4M 0.38%
14,298
-58
71
$2.39M 0.38%
2,693
-136
72
$2.26M 0.36%
14,883
-574
73
$2.25M 0.35%
5,553
-221
74
$2.16M 0.34%
13,339
+81
75
$2.15M 0.34%
31,683
+871
1 2
3
4 5