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
151
$900K 0.14%
7,691
+202
152
$895K 0.14%
22,867
+3,824
153
$892K 0.14%
+36,558
154
$884K 0.14%
15,495
+840
155
$881K 0.14%
9,195
-1,016
156
$863K 0.14%
8,131
+807
157
$854K 0.13%
6,246
+3,579
158
$849K 0.13%
1,641
+4
159
$839K 0.13%
3,966
-106
160
$823K 0.13%
4,673
-77
161
$805K 0.13%
32,787
-699
162
$803K 0.13%
22,211
+164
163
$798K 0.13%
23,568
-784
164
$796K 0.13%
3,355
+2,032
165
$796K 0.13%
41,596
-1,400
166
$794K 0.12%
1,876
167
$782K 0.12%
29,308
+111
168
$755K 0.12%
18,864
+689
169
$754K 0.12%
15,863
-2,074
170
$754K 0.12%
1,526
-47
171
$748K 0.12%
898
-31
172
$731K 0.12%
27,112
+216
173
$726K 0.11%
9,656
+527
174
$722K 0.11%
1,167
-9
175
$722K 0.11%
18,188
-320
5 6
7
8 9