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
201
$594K 0.09%
3,042
-136
202
$591K 0.09%
1,257
-41
203
$589K 0.09%
1,667
-41
204
$578K 0.09%
18,226
-1,341
205
$575K 0.09%
8,008
-173
206
$572K 0.09%
4,805
-38
207
$570K 0.09%
4,008
+10
208
$569K 0.09%
98,991
+19,250
209
$560K 0.09%
2,303
-17
210
$558K 0.09%
6,705
-64
211
$546K 0.09%
951
212
$545K 0.09%
18,092
+170
213
$541K 0.09%
2,203
+123
214
$530K 0.08%
7,171
-527
215
$529K 0.08%
9,934
+142
216
$527K 0.08%
5,083
+135
217
$527K 0.08%
14,267
+1,857
218
$513K 0.08%
9,322
+273
219
$513K 0.08%
9,221
+165
220
$512K 0.08%
6,105
-87
221
$509K 0.08%
1,931
-18
222
$509K 0.08%
6,070
-101
223
$508K 0.08%
2,358
-446
224
$508K 0.08%
4,876
+16
225
$507K 0.08%
66,948
+18,177
7 8
9
10 11