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
76
$1.66M 0.37%
25,927
-709
77
$1.62M 0.36%
23,174
+1,376
78
$1.61M 0.36%
55,802
+2,487
79
$1.6M 0.36%
10,063
-108
80
$1.59M 0.36%
56,530
-1,165
81
$1.56M 0.35%
24,870
-150
82
$1.49M 0.33%
2,768
-22
83
$1.43M 0.32%
114,724
+5,725
84
$1.42M 0.32%
13,767
+770
85
$1.39M 0.31%
39,161
-782
86
$1.36M 0.31%
14,586
-84
87
$1.33M 0.3%
14,751
+1,129
88
$1.33M 0.3%
3,378
-23
89
$1.32M 0.3%
13,315
-80
90
$1.3M 0.29%
9,293
+5,669
91
$1.25M 0.28%
9,330
+4,886
92
$1.24M 0.28%
2,898
+259
93
$1.24M 0.28%
5,595
+86
94
$1.23M 0.28%
7,511
-1,253
95
$1.23M 0.28%
15,145
+1,549
96
$1.22M 0.27%
70,252
-9,174
97
$1.2M 0.27%
5,895
-222
98
$1.16M 0.26%
26,918
-5,066
99
$1.14M 0.26%
16,705
+2,938
100
$1.13M 0.25%
21,548
+1,299
2 3
4
5 6