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
176
$699K 0.11%
3,096
-59
177
$692K 0.11%
14,633
+2,248
178
$690K 0.11%
19,829
-268
179
$684K 0.11%
102,336
-970
180
$678K 0.11%
15,024
-344
181
$666K 0.1%
11,242
+388
182
$663K 0.1%
8,503
-317
183
$651K 0.1%
2,184
+40
184
$649K 0.1%
9,834
+63
185
$646K 0.1%
8,297
-14
186
$643K 0.1%
5,474
-223
187
$642K 0.1%
3,915
-151
188
$634K 0.1%
18,642
+4,345
189
$629K 0.1%
13,186
-3,264
190
$623K 0.1%
9,844
-136
191
$622K 0.1%
8,743
+1,815
192
$621K 0.1%
2,295
-110
193
$620K 0.1%
12,146
-180
194
$615K 0.1%
3,523
-30
195
$615K 0.1%
2,018
-133
196
$609K 0.1%
1,232
+84
197
$606K 0.1%
51,903
+11,893
198
$606K 0.1%
73,411
+5,064
199
$604K 0.1%
11,690
+3,361
200
$597K 0.09%
52,245
-1,940
6 7
8
9 10