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
76
$2.12M 0.33%
54,020
-401
77
$2.07M 0.33%
9,362
+248
78
$2.02M 0.32%
134,166
-2,065
79
$2.02M 0.32%
24,750
+30
80
$2.01M 0.32%
66,559
-718
81
$2M 0.31%
9,960
-2
82
$1.98M 0.31%
44,001
-1,696
83
$1.97M 0.31%
9,549
+1,841
84
$1.95M 0.31%
30,602
+2,220
85
$1.95M 0.31%
56,419
+857
86
$1.94M 0.31%
65,368
+1,542
87
$1.92M 0.3%
15,833
-1,243
88
$1.91M 0.3%
11,041
-751
89
$1.88M 0.3%
21,088
+2,704
90
$1.87M 0.29%
15,616
+54
91
$1.81M 0.28%
3,683
+5
92
$1.68M 0.26%
19,091
+1,554
93
$1.61M 0.25%
58,636
+5,409
94
$1.57M 0.25%
14,074
+5,517
95
$1.53M 0.24%
2,156
-52
96
$1.48M 0.23%
3,773
-94
97
$1.46M 0.23%
8,513
-135
98
$1.45M 0.23%
12,358
-135
99
$1.43M 0.22%
5,791
+47
100
$1.42M 0.22%
8,351
+50
2 3
4
5 6