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
126
$747K 0.17%
18,496
+13,626
127
$743K 0.17%
5,081
-249
128
$741K 0.17%
4,894
-406
129
$733K 0.17%
2,267
-1,740
130
$730K 0.16%
1,432
-32
131
$720K 0.16%
1,288
-19
132
$718K 0.16%
31,813
+4,596
133
$714K 0.16%
6,644
-1,435
134
$709K 0.16%
5,593
-533
135
$706K 0.16%
4,169
+49
136
$703K 0.16%
27,997
+754
137
$698K 0.16%
8,760
-405
138
$696K 0.16%
14,745
+4,170
139
$694K 0.16%
4,023
-90
140
$688K 0.15%
20,457
-1,777
141
$686K 0.15%
10,346
+1,280
142
$685K 0.15%
28,749
+2,779
143
$667K 0.15%
13,988
+876
144
$667K 0.15%
2,449
-10
145
$665K 0.15%
+7,537
146
$654K 0.15%
17,665
-2,071
147
$648K 0.15%
18,336
+665
148
$636K 0.14%
19,250
+1,059
149
$636K 0.14%
12,071
-1,818
150
$630K 0.14%
10,059
-1,040
4 5
6
7 8