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
151
$628K 0.14%
1,875
-5
152
$627K 0.14%
3,394
-50
153
$623K 0.14%
2,282
+60
154
$621K 0.14%
2,359
-6
155
$607K 0.14%
9,920
-360
156
$607K 0.14%
31,201
+1,008
157
$602K 0.14%
133,700
+465
158
$600K 0.14%
13,044
-564
159
$591K 0.13%
+4,815
160
$591K 0.13%
6,500
+722
161
$591K 0.13%
6,650
+314
162
$590K 0.13%
2,399
+562
163
$586K 0.13%
1,479
-18
164
$582K 0.13%
9,042
+328
165
$579K 0.13%
13,693
-654
166
$579K 0.13%
3,703
+389
167
$570K 0.13%
45,856
+1,072
168
$569K 0.13%
18,555
-187
169
$566K 0.13%
3,255
170
$566K 0.13%
1,499
+181
171
$564K 0.13%
5,975
+48
172
$561K 0.13%
62,018
+753
173
$558K 0.13%
2,075
-18
174
$552K 0.12%
13,137
+310
175
$541K 0.12%
52,174
+3,964
5 6
7
8 9