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
101
$1.13M 0.25%
41,945
+8,798
102
$1.1M 0.25%
33,204
+404
103
$1.07M 0.24%
18,443
-666
104
$1.03M 0.23%
9,969
+3,434
105
$1.03M 0.23%
3,530
-22
106
$1.02M 0.23%
17,863
-182
107
$1M 0.23%
20,186
+1,857
108
$950K 0.21%
2,071
-269
109
$940K 0.21%
+23,999
110
$939K 0.21%
62,506
+4,076
111
$919K 0.21%
4,307
+38
112
$918K 0.21%
4,593
-295
113
$910K 0.2%
2,047
-325
114
$888K 0.2%
5,305
-429
115
$888K 0.2%
56,799
+3,494
116
$870K 0.2%
2,428
+29
117
$866K 0.2%
26,273
-273
118
$839K 0.19%
10,358
+437
119
$826K 0.19%
7,797
+10
120
$814K 0.18%
13,509
+499
121
$806K 0.18%
11,633
+1,357
122
$805K 0.18%
16,107
+666
123
$794K 0.18%
41,575
+125
124
$779K 0.18%
10,909
+711
125
$753K 0.17%
8,532
-931
3 4
5
6 7