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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 | |
|---|---|---|---|---|---|---|
126
Comcast
CMCSA
$85.8B
| $1.78M | 0.2% |
62,102
-9,881
| -14% | -$296K |
|
127
iShares Emerging Markets Dividend ETF
DVYE
$1.2B
| $1.71M | 0.19% |
49,692
+1,953
| +4% | +$66K |
|
128
Micron Technology
MU
$927B
| $1.69M | 0.19% |
5,004
-101
| -2% | -$39.6K |
|
129
ASML
ASML
$608B
| $1.67M | 0.19% |
1,262
-33
| -3% | -$45.2K |
|
130
Verizon
VZ
$201B
| $1.62M | 0.18% |
32,341
-2,697
| -8% | -$125K |
|
131
VanEck Junior Gold Miners ETF
GDXJ
$6.99B
| $1.61M | 0.18% |
13,409
+688
| +5% | +$89.9K |
|
132
SLB Ltd
SLB
$74.2B
| $1.57M | 0.18% |
30,542
-121
| -0.4% | -$5.87K |
|
133
AT&T
T
$169B
| $1.57M | 0.18% |
54,084
-493
| -0.9% | -$13.2K |
|
134
Allstate
ALL
$70.1B
| $1.57M | 0.18% |
7,553
-65
| -0.9% | -$13.3K |
|
135
Palantir
PLTR
$296B
| $1.53M | 0.17% |
10,473
+2,217
| +27% | +$339K |
|
|
HDV
136
iShares Core High Dividend ETF
HDV
$14.7B
| $1.52M | 0.17% |
56,165
-1,275
| -2% | -$33.9K |
|
137
T-Mobile US
TMUS
$196B
| $1.48M | 0.17% |
7,058
-106
| -1% | -$21.8K |
|
138
Weyerhaeuser
WY
$17.7B
| $1.48M | 0.17% |
60,480
+695
| +1% | +$17.5K |
|
139
Vanguard Small-Cap ETF
VB
$80.2B
| $1.46M | 0.17% |
5,570
+115
| +2% | +$31.1K |
|
140
Edwards Lifesciences
EW
$48.2B
| $1.42M | 0.16% |
17,762
+110
| +0.6% | +$9.07K |
|
141
Palo Alto Networks
PANW
$260B
| $1.39M | 0.16% |
8,668
+7,184
| +484% | +$1.21M |
|
142
Organon & Co
OGN
$3.55B
| $1.37M | 0.16% |
227,971
+60,213
| +36% | +$453K |
|
143
McKesson
MCK
$104B
| $1.36M | 0.15% |
1,567
+115
| +8% | +$103K |
|
144
Baker Hughes
BKR
$58B
| $1.35M | 0.15% |
22,137
+403
| +2% | +$23.3K |
|
145
MP Materials
MP
$7.35B
| $1.34M | 0.15% |
27,810
-214
| -0.8% | -$12.8K |
|
146
Quanta Services
PWR
$88.3B
| $1.34M | 0.15% |
2,443
+198
| +9% | +$102K |
|
147
Pfizer
PFE
$144B
| $1.33M | 0.15% |
47,447
-43
| -0.1% | -$1.15K |
|
148
Zscaler
ZS
$24.5B
| $1.31M | 0.15% |
9,315
+1,562
| +20% | +$277K |
|
149
QuantumScape Corp
QS
$3.18B
| $1.3M | 0.15% |
204,391
+40,230
| +25% | +$334K |
|
150
Vale
VALE
$62.6B
| $1.3M | 0.15% |
81,816
-692
| -0.8% | -$10.8K |
|
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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.