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
176
$539K 0.12%
916
+64
177
$537K 0.12%
40,105
-139
178
$537K 0.12%
19,611
-2,489
179
$534K 0.12%
15,517
+10,032
180
$528K 0.12%
6,874
+814
181
$525K 0.12%
24,786
-605
182
$502K 0.11%
3,063
+1
183
$499K 0.11%
3,137
+29
184
$498K 0.11%
9,208
+59
185
$497K 0.11%
+3,285
186
$496K 0.11%
3,300
-657
187
$495K 0.11%
74,044
-691
188
$495K 0.11%
4,093
189
$493K 0.11%
1,279
+56
190
$483K 0.11%
19,726
-89
191
$483K 0.11%
18,908
+2,360
192
$473K 0.11%
5,458
+168
193
$473K 0.11%
3,430
+846
194
$470K 0.11%
4,572
+11
195
$466K 0.1%
1,234
+116
196
$450K 0.1%
4,567
-51
197
$450K 0.1%
2,929
-37
198
$450K 0.1%
1,522
+77
199
$445K 0.1%
+24,192
200
$443K 0.1%
15,223
+2,020
6 7
8
9 10