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
201
$440K 0.1%
+2,589
202
$438K 0.1%
2,343
-758
203
$438K 0.1%
5,388
+450
204
$435K 0.1%
3,745
-24
205
$434K 0.1%
25,519
-141
206
$432K 0.1%
6,372
+1,145
207
$429K 0.1%
8,600
+355
208
$421K 0.09%
1,486
-308
209
$420K 0.09%
7,504
-282
210
$420K 0.09%
11,419
-1,029
211
$419K 0.09%
861
212
$418K 0.09%
13,605
-14
213
$418K 0.09%
4,887
-5
214
$415K 0.09%
2,423
-50
215
$406K 0.09%
3,393
-81
216
$405K 0.09%
76,073
+28,976
217
$398K 0.09%
1,501
+74
218
$394K 0.09%
11,291
-425
219
$394K 0.09%
6,373
+72
220
$392K 0.09%
42,670
+13,025
221
$391K 0.09%
3,631
+267
222
$389K 0.09%
25,773
+204
223
$382K 0.09%
3,942
-4,301
224
$378K 0.09%
17,382
+273
225
$375K 0.08%
+1,010
7 8
9
10 11