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
126
$1.05M 0.17%
16,181
+5,592
127
$1.05M 0.17%
51,264
-2,494
128
$1.04M 0.16%
3,576
-57
129
$1.04M 0.16%
42,584
+2,076
130
$1.02M 0.16%
3,654
-189
131
$1.02M 0.16%
7,059
-189
132
$1M 0.16%
152,284
+6,877
133
$994K 0.16%
2,446
+1,298
134
$988K 0.16%
55,994
-5,216
135
$988K 0.16%
10,431
-413
136
$966K 0.15%
19,020
+441
137
$966K 0.15%
2,515
-103
138
$963K 0.15%
75,397
+11,963
139
$960K 0.15%
18,554
+1,877
140
$949K 0.15%
11,474
-339
141
$949K 0.15%
+68,932
142
$948K 0.15%
103,492
+70,138
143
$930K 0.15%
20,275
+3,056
144
$928K 0.15%
3,421
+1,652
145
$926K 0.15%
32,259
-341
146
$923K 0.15%
17,616
-3,397
147
$922K 0.15%
1,746
-112
148
$912K 0.14%
184,900
+19,604
149
$903K 0.14%
31,209
-215
150
$900K 0.14%
3,547
-33
4 5
6
7 8