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
101
$1.36M 0.21%
29,458
+6,246
102
$1.35M 0.21%
4,966
+1,459
103
$1.33M 0.21%
20,190
+9,975
104
$1.32M 0.21%
56,473
+7,385
105
$1.32M 0.21%
31,550
+1,328
106
$1.3M 0.21%
4,312
-353
107
$1.28M 0.2%
6,791
-193
108
$1.25M 0.2%
57,038
-4,834
109
$1.25M 0.2%
2,167
-174
110
$1.24M 0.2%
2,129
-40
111
$1.24M 0.2%
2,550
-110
112
$1.23M 0.19%
19,748
+1,730
113
$1.21M 0.19%
27,079
-3,917
114
$1.21M 0.19%
32,059
-3,622
115
$1.2M 0.19%
17,979
+3,111
116
$1.16M 0.18%
6,071
-212
117
$1.16M 0.18%
12,060
-68
118
$1.15M 0.18%
2,319
+191
119
$1.14M 0.18%
1,279
+2
120
$1.14M 0.18%
22,351
+6,599
121
$1.13M 0.18%
10,186
+248
122
$1.1M 0.17%
10,935
-2,065
123
$1.09M 0.17%
31,664
+110
124
$1.08M 0.17%
87,286
+8,946
125
$1.06M 0.17%
1,305
-16
3 4
5
6 7