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
1
$47.3M 7.44%
109,868
-635
2
$24.9M 3.92%
106,947
-790
3
$21.9M 3.45%
180,396
-4,166
4
$16.9M 2.67%
90,903
-2,671
5
$13.1M 2.06%
2,084,537
+50,403
6
$11.6M 1.82%
67,052
-1,688
7
$9.26M 1.46%
46,772
-191
8
$9.12M 1.44%
34,846
-442
9
$8.63M 1.36%
15,074
-349
10
$8.22M 1.29%
64,086
+845
11
$7.38M 1.16%
154,153
+15,262
12
$7.27M 1.15%
8,206
-210
13
$7.16M 1.13%
284,857
+11,065
14
$6.28M 0.99%
473,490
+19,484
15
$6.2M 0.98%
37,069
+167
16
$6.15M 0.97%
37,073
-47
17
$5.98M 0.94%
466,861
+25,989
18
$5.66M 0.89%
59,235
-432
19
$5.64M 0.89%
170,916
+775
20
$5.57M 0.88%
579,828
+115,182
21
$5.36M 0.84%
128,321
+2,925
22
$5.23M 0.82%
64,732
+462
23
$5.23M 0.82%
44,584
-3,172
24
$4.93M 0.78%
55,892
+8
25
$4.93M 0.78%
28,411
-647
1
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