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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 | |
|---|---|---|---|---|---|---|
151
Vanguard Growth ETF
VUG
$216B
| $1.3M | 0.15% |
17,808
+126
| +0.7% | +$9.8K |
|
152
Pinterest
PINS
$13.6B
| $1.29M | 0.15% |
70,566
+38,838
| +122% | +$811K |
|
153
Gilead Sciences
GILD
$167B
| $1.28M | 0.15% |
9,171
+151
| +2% | +$21.1K |
|
154
Arch Capital
ACGL
$37.2B
| $1.27M | 0.14% |
13,248
-435
| -3% | -$41.6K |
|
155
KraneShares CSI China Internet ETF
KWEB
$5.41B
| $1.27M | 0.14% |
44,668
+6,270
| +16% | +$205K |
|
156
Capital Group Core Equity ETF
CGUS
$11.2B
| $1.27M | 0.14% |
33,011
+153
| +0.5% | +$6.16K |
|
157
General Motors
GM
$81.7B
| $1.26M | 0.14% |
16,919
-993
| -6% | -$78.9K |
|
158
Accenture
ACN
$101B
| $1.26M | 0.14% |
6,354
+1,883
| +42% | +$439K |
|
159
Amplify Junior Silver Miners ETF
SILJ
$3.19B
| $1.26M | 0.14% |
42,250
-1,358
| -3% | -$45K |
|
160
Devon Energy
DVN
$49.2B
| $1.24M | 0.14% |
24,700
-546
| -2% | -$23.4K |
|
161
Kaiser Aluminum
KALU
$2.65B
| $1.22M | 0.14% |
10,131
-18
| -0.2% | -$2.28K |
|
162
ProShares Ultra QQQ
QLD
$12.2B
| $1.22M | 0.14% |
19,979
| – | – |
|
163
Invesco QQQ Trust
QQQ
$445B
| $1.22M | 0.14% |
2,106
+223
| +12% | +$135K |
|
164
East-West Bancorp
EWBC
$18B
| $1.2M | 0.14% |
11,234
-150
| -1% | -$16.9K |
|
165
Union Pacific
UNP
$175B
| $1.2M | 0.14% |
4,940
-46
| -0.9% | -$11.3K |
|
166
Dimensional US Targeted Value ETF
DFAT
$14.8B
| $1.2M | 0.14% |
19,163
+5,641
| +42% | +$358K |
|
|
167
Hycroft Mining Holding Corp
HYMC
$1.87B
| $1.16M | 0.13% |
+33,061
| New | +$1.28M |
|
168
Alibaba
BABA
$276B
| $1.16M | 0.13% |
9,257
+222
| +2% | +$33.4K |
|
169
Marvell Technology
MRVL
$157B
| $1.15M | 0.13% |
11,644
+857
| +8% | +$72K |
|
170
TE Connectivity
TEL
$62.1B
| $1.15M | 0.13% |
5,507
+651
| +13% | +$144K |
|
171
Agnico Eagle Mines
AEM
$71.9B
| $1.14M | 0.13% |
5,621
-172
| -3% | -$35.8K |
|
172
Bank of America Series L
BAC.PRL
$3.98B
| $1.13M | 0.13% |
945
+1
| +0.1% | +$1.24K |
|
173
State Street SPDR S&P Biotech ETF
XBI
$10.1B
| $1.13M | 0.13% |
8,809
+18
| +0.2% | +$2.25K |
|
|
SLVR
174
Sprott Silver Miners & Physical Silver ETF
SLVR
$612M
| $1.12M | 0.13% |
18,933
+11,091
| +141% | +$741K |
|
175
iShares TIPS Bond ETF
TIP
$14.5B
| $1.12M | 0.13% |
10,147
-1,051
| -9% | -$116K |
|
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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.