We are live on
!
Find out more
1WA
180 Wealth Advisors Portfolio holdings
AUM
$997M
1-Year Est. Return
47.84%
This Fund
S&P 500
This Quarter
Est. Return
+0.22%
1 Year Est. Return
+47.84%
3 Year Est. Return
+135.74%
5 Year Est. Return
+171.8%
10 Year Est. Return
–
AUM
$880M
AUM Growth
+$1.49M
(+0.17%)
Cap. Flow
+$35.4M
Cap. Flow
% of AUM
4.02%
Top 10 Holdings %
Top 10 Hldgs %
23.83%
Holding
500
New
30
Increased
233
Reduced
191
Closed
28
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
MannKind Corp
MNKD
|
+$5.95M |
| 2 |
AXON
Axon Enterprise
AXON
|
+$3.22M |
| 3 |
CRWV
CoreWeave
CRWV
|
+$1.57M |
| 4 |
Vanguard International Dividend Appreciation ETF
VIGI
|
+$1.42M |
| 5 |
Hycroft Mining Holding Corp
HYMC
|
+$1.28M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
CYBR
CyberArk
CYBR
|
+$1.51M |
| 2 |
Goldman Sachs
GS
|
+$1.2M |
| 3 |
Kroger
KR
|
+$1.19M |
| 4 |
Xylem
XYL
|
+$1.08M |
| 5 |
Synopsys
SNPS
|
+$839K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 26% |
| 2 | Healthcare | 7.33% |
| 3 | Consumer Discretionary | 6.91% |
| 4 | Industrials | 5.8% |
| 5 | Communication Services | 5.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Johnson & Johnson
JNJ
$643B
| $2.99M | 0.34% |
12,213
-748
| -6% | -$174K |
|
77
Caterpillar
CAT
$387B
| $2.96M | 0.34% |
4,179
+1,463
| +54% | +$1.01M |
|
78
iShares Core MSCI EAFE ETF
IEFA
$187B
| $2.92M | 0.33% |
32,282
-253
| -0.8% | -$23.6K |
|
79
Dimensional Emerging Core Equity Market ETF
DFAE
$9.1B
| $2.9M | 0.33% |
85,573
+874
| +1% | +$30.6K |
|
80
iShares Latin America 40 ETF
ILF
$3.79B
| $2.9M | 0.33% |
81,512
+29,233
| +56% | +$1.01M |
|
81
Vanguard Total Stock Market ETF
VTI
$656B
| $2.88M | 0.33% |
8,967
-57
| -0.6% | -$19.1K |
|
82
Valaris
VAL
$5.16B
| $2.85M | 0.32% |
29,111
-3,457
| -11% | -$269K |
|
83
RTX Corp
RTX
$295B
| $2.78M | 0.32% |
14,437
-51
| -0.4% | -$10.1K |
|
84
iShares International Select Dividend ETF
IDV
$8.28B
| $2.67M | 0.3% |
62,651
+1,175
| +2% | +$49.4K |
|
85
Lockheed Martin
LMT
$134B
| $2.66M | 0.3% |
4,396
+73
| +2% | +$45K |
|
86
Newmont
NEM
$96.4B
| $2.61M | 0.3% |
24,134
+754
| +3% | +$86.9K |
|
87
Salesforce
CRM
$149B
| $2.58M | 0.29% |
13,838
+2,730
| +25% | +$566K |
|
88
Vanguard Mid-Cap Value ETF
VOE
$24.1B
| $2.58M | 0.29% |
13,999
-146
| -1% | -$27.3K |
|
|
CRWV
89
CoreWeave
CRWV
$36.7B
| $2.53M | 0.29% |
32,671
+18,049
| +123% | +$1.57M |
|
90
Advanced Micro Devices
AMD
$741B
| $2.5M | 0.28% |
12,297
+4,252
| +53% | +$908K |
|
|
HQL
91
abrdn Life Sciences Investors
HQL
$589M
| $2.43M | 0.28% |
149,558
-4,767
| -3% | -$79.7K |
|
92
iShares Core Dividend Growth ETF
DGRO
$43.3B
| $2.42M | 0.27% |
34,455
-3,900
| -10% | -$280K |
|
93
Eli Lilly
LLY
$1.09T
| $2.36M | 0.27% |
2,568
-217
| -8% | -$220K |
|
94
Oracle
ORCL
$346B
| $2.35M | 0.27% |
16,006
+3,789
| +31% | +$616K |
|
95
American Tower
AMT
$79.9B
| $2.31M | 0.26% |
13,401
+290
| +2% | +$52.2K |
|
96
Vanguard Short-Term Bond ETF
BSV
$44.7B
| $2.3M | 0.26% |
29,338
-793
| -3% | -$62.4K |
|
|
TYG
97
Tortoise Energy Infrastructure Corp
TYG
$1.1B
| $2.28M | 0.26% |
45,754
-623
| -1% | -$29.2K |
|
98
Fastly Inc
FSLY
$3.26B
| $2.28M | 0.26% |
78,316
-905
| -1% | -$14.9K |
|
99
Global X Copper Miners ETF NEW
COPX
$7.07B
| $2.27M | 0.26% |
29,697
+5,640
| +23% | +$467K |
|
100
Lithia Motors
LAD
$8.17B
| $2.19M | 0.25% |
8,788
+465
| +6% | +$138K |
|
Similar funds
N
HT
GCM
CVM
WD
SWA
MVIP
SMM
180 Wealth Advisors's Q1 2026 Portfolio in Review
As of Q1 2026, 180 Wealth Advisors held 500 positions worth $880M, up 0.17% from $878M the previous quarter. Its ten largest holdings account for 24% of the portfolio.
180 Wealth Advisors deployed $35.4M of net new capital in Q1 2026, opening 30 new positions and adding to 233 existing holdings. Its largest new stake was Hycroft Mining Holding Corp: 33,061 shares worth $1.16M.
By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 28% a quarter earlier, followed by Healthcare and Consumer Discretionary.
On the sell side, the largest reduction was Goldman Sachs, an estimated $1.2M trimmed.
- 180 Wealth Advisors's largest Q1 2026 buy was Hycroft Mining Holding Corp: 33,061 shares worth $1.16M.
- 180 Wealth Advisors added most to MannKind Corp in Q1 2026, an estimated $5.95M increase.
- 180 Wealth Advisors's biggest Q1 2026 reduction was Goldman Sachs, cutting an estimated $1.2M.
- 180 Wealth Advisors fully exited CyberArk in Q1 2026, selling an estimated $1.51M.
- 180 Wealth Advisors's ten largest holdings make up 24% of its $880M portfolio in Q1 2026.
- 180 Wealth Advisors opened 30 new positions and closed 28 in Q1 2026.
- 180 Wealth Advisors's portfolio value rose 0.17% quarter-over-quarter to $880M.
Based on 180 Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.